Episode 193: Year-End Financial Planning with Alexa Kane

Women's Money Wisdom

English - November 14, 2023 11:00 - 15 minutes - 10.7 MB - ★★★★★ - 11 ratings
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Previous Episode: Episode 192: Resisting the Spending to Impress Trap: Financial Planning Tips Inspired by Travis and Taylor

Next Episode: Episode 194: Boosting Your Holiday Fashion with Kelley Muzingo

Are you ready to wrap up your financial year and set yourself up for success in the next? In this episode of the Women's Money Wisdom Podcast, with Co-Host Melissa Joy, CFP® and guest Alexa Kane, CFP ® we discuss what you can do in the last few weeks of the year to get your finances in order. We all know how chaotic this time of year can become with the holiday season approaching. Alexa shares valuable insight on things we should review in retirement planning, employee benefits, and taxation before we ring in the new year. This episode is brimming with practical wisdom to help you make smart financial decisions to round out this year and welcome the next. Don't miss out on this chance to elevate your financial planning game!

Resources:

Find out more about Alexa Kane, CFP®, CDFA®, AIF®Read Pearl Planning blog, 7 Year-End Financial Planning Moves.Watch our 2023 Year-End Planning Webinar REPLAY Listen to Episode 188: Understanding Health Savings Accounts with Melissa Joy

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