22 min
A Guide to Your Year-End Financial Review The Secure Retirement Method Podcast
-
- Investering
What can you do at the end of the year to set yourself up for financial success in 2024?
In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.
I’ll cover:
Why is an end-of-year financial review important?Setting goals for the next 3 yearsAssessing your spending planEvaluating your investmentsBuilding a financial safety netAnd more
What can you do at the end of the year to set yourself up for financial success in 2024?
In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.
I’ll cover:
Why is an end-of-year financial review important?Setting goals for the next 3 yearsAssessing your spending planEvaluating your investmentsBuilding a financial safety netAnd more
22 min