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Episode 49: End of The Year Financial Checkup

Dec 9, 2021

Things to remember as the year draws to end!

Here are just a handful of the things that we'll discuss:

  • Gratitude, it applies to finance as well!
  • Celebrate financial wins!
  • Charitable giving!
  • Estate planning!
  • Pay bills now!
  • Change your withholding!
  • Max out your pre-tax retirement contribution!

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Get your complimentary copy of Retirement Income Planning Checklist