Episode 343: Year-End Financial Checklist: Setting Yourself Up for Success

from Managing To Be Wealthy · host John E. Sestina and Company

Close out the year with confidence! This episode walks through smart moves to review your budget, maximize retirement contributions, fine-tune tax strategies, update insurance, and set exciting goals for the year ahead. Practical tips to help you start strong and stay on track. Important Note: The content shared is for informational purposes only and should […]

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This episode is 22 minutes long.

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This episode was published on February 26, 2026.

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