End of the Year Planning Considerations
Strategic Planning Podcast

End of the Year Planning Considerations

2023-12-07

As 2023 swiftly comes to a close, it's time to make sure that we have our finances in order to properly prepare for the new year. Let’s discuss some of the financial matters that folks should consider addressing before December 31st. From maxing out your retirement contributions to tax loss harvesting, this episode is packed with valuable items to think about!

 

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

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