December is upon us, which means I basically have your attention for about two more weeks max.
So while I have you, and as the year comes to an end, it's a perfect time to review some year-end financial planning tips.
For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And in the interest of full disclosure, not only is Michael a dear friend of mine, he's also my advisor.
We discussed a variety of financial planning topics to ponder before you shut down for the holidays, including:
So before you completely shut it down for the rest of 2019, you’ll want to listen to this episode to make sure there’s nothing you’re forgetting.
Have a money question? Email me here.
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