Build Enduring Wealth for Retirement Course
Episode 2
Where do you stand?
Before you can build a successful retirement strategy, you need a clear view of your current financial position.
Start a ConversationWatch Episode 2
Where Do You Stand?
Watch Marco walk through the financial information that helps create a more useful starting point for retirement planning.
Episode 2 Companion Workbook
Get clear on where you stand today.
The Episode 2 WealthBuilder Workbook helps you organize the information that shapes your financial position, from assets and liabilities to cash reserves, goals, and your overall financial readiness.
Use it alongside Episode 2 to turn your current financial picture into a practical starting point for the decisions ahead.
The Lesson
See your starting point before you map the next step.
Retirement planning becomes easier to navigate when you understand the financial picture you are working with today. In Episode 2, Marco Lima, CFP® helps you look beyond one account balance and bring the key parts of your financial life into view.
By looking at net worth, assets, liabilities, cash reserves, and your broader financial readiness together, you can begin to identify the questions that matter most for your retirement plan.
In This Episode
Build an honest view of your financial position.
- How to take a clear look at your net worth
- Why assets and liabilities belong in the same conversation
- How cash reserves can affect financial readiness
- Why an investment portfolio tells only part of the story
- How to organize your financial picture for better decisions
- Practical next steps for preparing your financial inventory
Featured Topics
Your Financial Snapshot
Assets & Liabilities
Cash Reserves
The Portfolio Is Only Part of the Picture
Financial Readiness
Action Checklist
Key Takeaways
The Full Course
Your 9-episode retirement roadmap.
Follow the complete Build Enduring Wealth for Retirement series, one connected decision at a time.
Next Episode
Let’s talk about the “B” word.
Episode 3 reframes budgeting as a practical way to connect your spending, retirement goals, and the future you want to build.
Watch Episode 3 →Continue the Conversation