Ep 33: What you need to know before year end

from The Financial Purpose Podcast · host Dale Shafer II, CFP®

Are you financially ready for year end? In this episode I share a few factors to consider between now and December 31st, including retirement planning, tax planning, 529 planning, and estate planning. Buckle up and take notes! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thefinancialpurpose.substack.com

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How long is this episode of The Financial Purpose Podcast?

This episode is 39 minutes long.

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This episode was published on November 30, 2023.

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