Tag Archives: Finances

Episode 23 – Spring Clean Your Finances With These 6 Steps



With spring upon us, now is the perfect time to do some financial closet-cleaning.

Are you ready to get started?

Join Kris Dureau in this episode as he guides you through your financial spring cleaning with six simple steps that will help you get your finances organized and ready for the coming seasons.

In this episode, you will learn:

  • The benefits of a financial filing system 
  • Why you should always review your investments and rebalance your portfolio
  • Which insurance policies you should be checking on
  • How to verify your credit score 
  • And more!

Listen in and start sprucing up your financial picture today!  

Resources:  Three Hats Financial  | Kris Dureau | Resources: Cashflow Spreadsheet | Equifax | TransUnion


Episode 16 – How to Retire Well — Part 2



It’s no secret that when it comes to preparing for retirement, one major question pre-retirees are asking is, “Will I have enough to retire?”

In part two of his miniseries on retiring well, Kris Dureau reveals how you can find out the answer to this question. He highlights three financial areas to consider when assessing your retirement-related finances, assets, and benefits so that you can achieve the retirement lifestyle you’ve always desired.

In this episode, you will learn:

  • The difference between discretionary and non-discretionary expenses
  • How to plan for your retirement cash flow
  • Why you should create a debt inventory — and how to do it
  • How creating three financial buckets can help your portfolio in retirement 
  • And more!

Tune in now to discover actionable tips for preparing your finances to retire well!

Resources:  How to Retire Well – Part 1 | Three Hats Financial  | Cash flow Spreadsheet | Retirement Shift Worksheet