Are you financially ready for year end? In this episode I share a few factors to consider between now and December 31st, including retirement planning, tax planning, 529 planning, and estate planning. Buckle up and take notes!
Ep 33: What you need to know before year end
thefinancialpurpose.substack.com
Ep 33: What you need to know before year end
Are you financially ready for year end? In this episode I share a few factors to consider, including retirement planning, tax planning, 529 planning, and estate planning. Buckle up and take notes!
Transcript
The Financial Purpose Podcast
Straight talk about aligning Business, Money, and Investing to your financial purpose.
Straight talk about aligning Business, Money, and Investing to your financial purpose.Listen on
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Appears in episode
Dale Shafer II, CFP®
Ep 33: What you need to know before year end