The Secure Retirement Method Podcast
Trailer
Bonus
Episode 87
Season 1
A Guide to Your Year-End Financial Review
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 years
- Assessing your spending plan
- Evaluating your investments
- Building a financial safety net
- And more