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Year-End Financial Planning Essentials
Manage episode 444137485 series 3561293
Contenido proporcionado por Impact Partnership and Mike Douglas. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Impact Partnership and Mike Douglas o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Mike discusses the importance of year-end financial planning, including portfolio reviews, insurance checks, and charitable giving. He highlights the significance of setting goals for the upcoming year, encouraging listeners to start planning for their future aspirations.
Need a second opinion on your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!
See omnystudio.com/listener for privacy information.
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