Episode
Retirement Readiness: How to Calculate Net Worth and Financial Health (Ep. 1)
- Podcast
- The Live Greater View
- Published
- Jan 23, 2026
- Duration seconds
- 1755
- Processing state
not_requested
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Summary
Before you can plan your future, you must establish a clear baseline of your current financial health. In this kickoff episode of the Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, explore the essential steps to take ten years before your target retirement date. From analyzing asset location to auditing your debt, learn how to prepare your portfolio for the long haul. Key Topics Covered: Calculating Net Worth: Learn how to organize diverse assets inclu...