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Latest episodes from Optimizing Your Financial Health

Optimizing Your Financial Health Episode 8 What To Do With All the Extra Funds

Play Episode Listen Later Sep 1, 2021 17:22


Learn the various options to grow your wealth through investing, buying real estate, or investing in yourself!

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Optimizing Your Financial Health Episode 7 Making Adjustments to Your Budget

Play Episode Listen Later Sep 1, 2021 18:39


Now that you know your spending habits it's time to make adjustments so your spending is within your means. Or, improve your means!

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Optimizing Your Financial Health Episode 6 Balancing Your Bank Account

Play Episode Listen Later Sep 1, 2021 15:25


Don't laugh - I still have a checkbook! Even though checkbooks are a thing of the past for most people, balancing your bank account is still just as vital to maintaining good financial health.

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Optimizing Your Financial Health: Step 5 Understanding Your Debt Ratios

Play Episode Listen Later Sep 1, 2021 21:55


Know what lenders are looking for to get qualified by understanding your debt ratios.

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Optimizing Your Financial Health: Step 4 Check Credit Report

Play Episode Listen Later Aug 31, 2021 11:05


It's important to check your credit report on an annual basis for any errors. This could help detect credit fraud before it gets out of hand. Locking your credit report is the best protection from credit fraud.

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Optimizing Your Financial Health Episode 3 Establishing a Budget

Play Episode Listen Later Aug 31, 2021 21:44


Understand how to establish a budget to help maintain better control of your monthly cashflow.

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Optimizing Your Financial Health/ Step 2 Debt Reduction

Play Episode Listen Later Oct 15, 2020 20:39


Evaluate your total debt including revolving and installment debt to create a path to reduce your overall debt.

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Optimizing Your Financial Health: Establishing an Emergency Fund

Play Episode Listen Later Oct 14, 2020 18:11


Contributors: Kamili Allen Samms, Loan Officer with Caliber Home Loans, NMLS 1030128; www.ZenLender.MortgageJames Martin, III, Financial Advisor with DG Financial Partners; CA Lic OK71145; https://dgfinancialpartners.com/jmartin3

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Intro to Financial Health

Play Episode Listen Later Oct 13, 2020 18:34


Contributors: Kamili Allen Samms, Loan Officer with Caliber Home Loans, NMLS 1030128; www.ZenLender.MortgageJames Martin, III, Financial Advisor with DG Financial Partners; CA Lic OK71145; https://dgfinancialpartners.com/jmartin3

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