A Guide to Your Year-End Financial Review
The Secure Retirement Method Podcast
English - December 20, 2023 05:00 - 22 minutes - 41.3 MB - ★★★★★ - 5 ratingsInvesting Business annuities insurance retirementplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Inside the Florida Retirement System
Next Episode: The New Year Financial Kickoff
What can you do at the end of the year to set yourself up for financial success in 2024?
In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.
I’ll cover:
Why is an end-of-year financial review important?Setting goals for the next 3 yearsAssessing your spending planEvaluating your investmentsBuilding a financial safety netAnd more