10 Financial To-Do's for 2025

29/01/2025 28 min Episodio 1
10 Financial To-Do's for 2025

Listen "10 Financial To-Do's for 2025"

Episode Synopsis


Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.