Getting Your Planning Rhythm Set For 2025

from Wealth Coffee Chats · host Jason Whitton

Listen up folks! Join Andy Fenton as he shares essential planning and goal-setting tips for wealth and property success. Learn about the four key planning times: January for goal setting, April for tax planning, July for investment reviews, and October for progress checks. Track your progress, adjust your strategies, and stay organised. Let’s Wealth Coffee Chat!

Episode metadata supplied by the publisher feed · Published Jul 8, 2024

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Getting Your Planning Rhythm Set For 2025

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