Ep 60: Year End Financial Planning Strategies

from Retirement Plan Playbook · host Matthew Theal, Brent Pasqua, Joshua Winterswyk

The end of the year is once again upon us. This is a great time to look at your finances and see if there are any improvements you can make. Brent, Matthew, and Joshua will talk about some end of the year strategies you can implement, so you can kick off 2022 with a solid financial situation. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

Episode metadata supplied by the publisher feed · Published Dec 9, 2021

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Ep 60: Year End Financial Planning Strategies

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