Brent Weiss

Right.

A little bit of the alphabet soup.

So CFP is Certified Financial Planner.

CHFC is Chartered Financial Consultant.

And CLC is actually Certified Life Coach.

What has to happen for you to look back and say that was a wildly successful period of my life?

And I go, but here's the trick.

You can't mention money.

So it's really an exercise in sort of defining the life I want to live, the person I want to be.

Take the time, sit down, look at any updates to your health insurance plans.

That just simply means you're going to adjust the stock to bond mix that you have.

And do yourself a favor, look it over.

Because there might be something that's up.

I actually had an old student loan payment.

One student loan payment from when I was like 22 that I missed.

That was on my credit report.

And then I called back and I said, hey, I don't remember missing it.

Turns out they actually went back.

They had it removed and it jumped up my credit score.

If you haven't looked at your debt in a while, do it now.