Helpful Financial Checklist For 2023
Episode 210 of the The Financial Answer with Nathan O’Bryant podcast, hosted by Nathan O’ Bryant, titled "Helpful Financial Checklist For 2023" was published on January 19, 2023 and runs 14 minutes.
January 19, 2023 ·14m · The Financial Answer with Nathan O’Bryant
Summary
As you make your beginning of the year checklists, we have a few financial things you’ll want to add to your list. The sooner you get a handle on these yearly things, the better. Reach out to your financial advisor if you have questions or want to revisit your goals for this year and beyond. Here’s what we discuss today on the show: Do you have the right tax withholdings? (2:00) Assess your retirement contributions. (4:39) Start gathering your tax documents now. (6:49) Touch base with your financial advisor. (8:19) For more, visit us online: http://thefinancialanswer.com
Episode Description
As you make your beginning of the year checklists, we have a few financial things you’ll want to add to your list. The sooner you get a handle on these yearly things, the better. Reach out to your financial advisor if you have questions or want to revisit your goals for this year and beyond.
Here’s what we discuss today on the show:
- Do you have the right tax withholdings? (2:00)
- Assess your retirement contributions. (4:39)
- Start gathering your tax documents now. (6:49)
- Touch base with your financial advisor. (8:19)
For more, visit us online: http://thefinancialanswer.com
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