Episode 16 - Year-End Checklist

In this episode of Blue Money, Jim & Kevin are discussing 2022 in review. They’re also providing a checklist for you to use at the end of this year, to make sure you’re in the best financial standing you can be going into the new year. Kevin has a great list of questions you can ask yourself to help prepare financially for the upcoming year. Jim also has suggestions for things to check in on at this time of year. The guys also talk about preparing for taxes as the end of the fiscal tax year comes to an end. Listen to this episode to make sure you’re in the best position possible going into 2023. The guys touch on so many different topics and bring up so many good points, you may want to take notes, and listen more than once. There’s a lot packed into this short episode. Free Credit Report: https://consumer.ftc.gov/articles/free-credit-reports To contact Lt. Jim Donnelly: [email protected] To contact Kevin McGarry: [email protected] For a free financial assessment, or for more information visit valleyfinancial.com