8 Key Financial Metrics To Know If You're Doing Well With Money

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💰 8 Key Financial Metrics to Know If You’re Doing Well With Money

How do you really know if you’re doing okay financially?

In this video, I break down the 8 most important financial metrics to track so you can clearly see whether you’re building wealth and making progress toward financial freedom.

These are the exact indicators I use when building financial plans for clients — and they’ll help you measure if your money is growing, stable, or slipping backward.

📊 What You’ll Learn:

1️⃣ Savings Rate — how much of your income you keep
2️⃣ Emergency Fund — your financial safety net
3️⃣ Debt-to-Income Ratio (DTI) — when your debt is holding you back
4️⃣ Cash Flow Margin — how much you keep after expenses
5️⃣ Net Worth — your overall financial scorecard
6️⃣ Retirement Savings Progress — are you on track for the future?
7️⃣ Rate of Return on Investments — is your money actually growing?
8️⃣ Financial Independence Ratio — how close are you to freedom?

💡 These metrics make it simple to know exactly where you stand — and what to focus on next to get ahead.

🔑 Topics Covered:

How to know if you’re doing well financially

Financial metrics to track for success

Net worth and savings rate explained

Rate of return on investments

Retirement savings benchmarks

Cash flow and debt ratio goals

Building financial independence

Personal finance for middle-class families

💬 Question for You: Do you know what your investment return was last year? Comment below — I’d love to hear if your portfolio is growing or playing it too safe.

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