Dec 10, 2021
We’re all busy this time of year–not just with holiday parties and shopping for gifts, but with a number of major financial deadlines. On top of that, it’s also time to look back at how you did financially in 2021 and create a plan to take you into 2022 and beyond.
Whether you’re giving to charity, making contributions to retirement accounts, or preparing for inflation to best protect your wealth, today’s episode is for you. We’re talking about what your year-end financial checklist should look like and how to craft a retirement strategy suited to your needs.
In this podcast interview, you’ll learn:
To get access to today's show notes, including links to all the resources mentioned, visit TheRetirementTrainer.com/59
How Fit Is Your Retirement Plan?
We can help you manage your finances so you can pursue your goals. To learn more, visit EGSIFinancial.com