Radio Show #29: Year-End Financial Tune-Up – Don’t Miss These 7 Steps!
As the year draws to a close, it’s the perfect time to reflect on your financial health and set the stage for a prosperous new year. In this week’s show, Chris and Scott share seven essential financial strategies to consider before year-end.
From budget checkups and portfolio assessments to the importance of updating your estate plan, the conversation is filled with actionable insights. They also delve into the significance of shoring up emergency funds, understanding required minimum distributions, and maximizing contributions to various accounts. Don’t miss out on this opportunity to gain valuable financial knowledge and prepare for a prosperous new year.
Here’s are some of the things we discuss in this episode:
• Review your estate plan and make sure it’s still designed
• Shoring up your emergency fund is crucial.
• If you are 73 or older and you have money in a 401k or IRA, have you taken your RMD this year?
• Audit your subscriptions and cancel what you aren’t using.
• Max out your retirement contributions if you can.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
