Ep 33: What you need to know before year end
An episode of the The Financial Purpose Podcast podcast, hosted by Dale Shafer II, CFP®, titled "Ep 33: What you need to know before year end" was published on November 30, 2023 and runs 39 minutes.
November 30, 2023 ·39m · The Financial Purpose Podcast
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Episode Description
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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