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Radio Show #29: Year-End Financial Tune-Up - Don't Miss These 7 Steps!
Manage episode 451855026 series 3573568
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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.
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.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at [email protected]. You can also reach the team by phone at (916) 458-8199.
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