148: End of the Year Planning

You may not want to hear it but the end of the year is approaching. Which depending on your situation could include: figuring our whose cooking for Thanksgiving, holiday gift shopping, and "cuffing season." While one or more of those scenarios may be on your list we have a few financial checklist items that we need you to cross of before the year closes out. This episode highlights how to get your financial affairs in order by the end of 2023 so that there are no surprises in 2024. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thenorthstar.com/subscribe