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Finance checklist: Don't finish 2021 without ticking these boxes episode artwork

EPISODE · Dec 9, 2021 · 9 MIN

Finance checklist: Don't finish 2021 without ticking these boxes

from The Money Rules Podcast · host Boitumelo Ntsoko

Devon Card, CFP at Crue Invest, shares a trick on how to review your financial performance for the year, gives five ways to best use your bonus, the tax, estate and insurance planning you should be undertaking, and how to prepare now to take the worry out of Januworry. Podcast series on Moneyweb

What this episode covers

Devon Card, CFP at Crue Invest, shares a trick on how to review your financial performance for the year, gives five ways to best use your bonus, the tax, estate and insurance planning you should be undertaking, and how to prepare now to take the worry out of Januworry.

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Finance checklist: Don't finish 2021 without ticking these boxes

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Frequently Asked Questions

How long is this episode of The Money Rules Podcast?

This episode is 9 minutes long.

When was this The Money Rules Podcast episode published?

This episode was published on December 9, 2021.

What is this episode about?

Devon Card, CFP at Crue Invest, shares a trick on how to review your financial performance for the year, gives five ways to best use your bonus, the tax, estate and insurance planning you should be undertaking, and how to prepare now to take the...

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