In case you haven’t noticed, we’re nearing the end of 2017. It’s hard to believe for sure. The end of the year is a great to start checking off some to-do items on your money checklist. Between all the Hallmark holiday movies, eggnog, and too much turkey, be sure to carve out some time to create your end of the year money checklist and then get to checking things off your list.
On This Podcast Episode:
My friend, fellow Certified Financial Planning Professional at Bone Fide Wealth, and The Millennial Money Fix author, Doug Boneparth, joins me on this podcast episode where we focus in on what you need to be thinking about for your end of the year money checklist.
- Find out why it’s so important to get your financial house in order this time of year
- Why now is a great time to top off your retirement accounts (or create one)
- Learn a great formula to becoming a goal master
- We’ll talk end of the year benefit elections and more
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) and financial strategies may be appropriate for you, consult your financial adviser prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.