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Listen "Finance review for the new year"
Episode Synopsis
February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review:
Investment allocations and rebalancing needs
Cash flow and budgeting for the new year
Retirement contributions, plans and projections
Insurance coverage, needs and premium changes
For questions or comments, email us in advance at [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Investment allocations and rebalancing needs
Cash flow and budgeting for the new year
Retirement contributions, plans and projections
Insurance coverage, needs and premium changes
For questions or comments, email us in advance at [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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