It’s finally here! On today’s show, I finally unveil the long-awaited Net Worth Calculator my team and I have been developing for months. This isn’t another clunky online spreadsheet – it’s an interactive tool that lets you track, project, and compare your financial progress in real time.
I’ll take you step-by-step through the demo with my Director of Marketing, Chris Olstad, and I’ll show you how to input assets and liabilities, visualize debt in color-coded tiers, and model different future scenarios. You’ll learn how to use it to identify good versus bad debt, set smarter contribution goals, and overcome the behavioral finance traps that often sabotage growth.
I’m really excited about this! Have a listen and find out how this new tool can help you understand and potentially improve your own financial picture!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. (57-LPL)
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)