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The Annual Financial Plan Checklist, Episode #24
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Контент предоставлен Trent DeBruin and Andrew Musbach. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Trent DeBruin and Andrew Musbach или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Financial planning is an always-evolving process as life changes and you receive new information. In this episode, we walk through a blueprint for what to cover in the annual “review” of your financial plan. From revisiting the big picture and your goals to checking in on cash flow and your investments, to keep up with changes to legislation and tax laws, by consistently following this process year in and year out, you’ll help ensure that your financial plan continues to evolve with your life and reflect what’s most important to you.
Resources & People Mentioned- Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
- Download our guide: The Financial Checkup
- https://mdwmllc.com
- Follow on LinkedIn
- Follow on Facebook
Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast
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