The Retirement Roadmap Show with David Nagy and Michael Elizondo David Nagy and Michael Elizondo
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- Business
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Creating a financial plan
Feeling overwhelmed by your finances? Don't worry, you're not alone. In this episode we'll break down the simple steps you can take to get started creating a financial plan that works for you. From setting achievable goals to tracking your spending, we'll equip you with the tools and knowledge you need to take control of your financial future.
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2023 Review and the Financial Forecast for the New Year
2023 was a rollercoaster. Inflation, recession fears, and market highs kept us on our toes. Now, buckle up for 2023 Review and the Financial Forecast for the New Year. We'll unpack the past year's financial twists and turns, and chart a course for navigating the exciting (and maybe a little scary) possibilities of 2024. Join us as we decode the markets, dissect economic trends, and offer actionable insights to help you make the most of your money in the year ahead.