ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "47. Smart Year-End Money Moves"
Episode Synopsis
This podcast episode is brought to by our host, Jack Moylan, and Financial Planner, Joe Carlson. In this episode, you will learn about smart money moves you should make before year-end! The conversation helps answer the following questions:
As year-end approaches, when is it best to begin reviewing your personal financials?
What personal financials should you review? Why?
Do you often see clients make changes to their investment portfolio, savings, 401k, etc. at year-end?
Any new year’s financial resolutions?
Tax preparation tips?
How can you best prioritize your personal financial initiatives towards year-end?
Anything to be careful about in the coming year?
When should you seek the help of a professional?
What resources can individuals or investors use to help them better manage their financials?
As year-end approaches, when is it best to begin reviewing your personal financials?
What personal financials should you review? Why?
Do you often see clients make changes to their investment portfolio, savings, 401k, etc. at year-end?
Any new year’s financial resolutions?
Tax preparation tips?
How can you best prioritize your personal financial initiatives towards year-end?
Anything to be careful about in the coming year?
When should you seek the help of a professional?
What resources can individuals or investors use to help them better manage their financials?
More episodes of the podcast Lutz Talk Business
65.Should I Change My Career Path?
12/12/2022
62. Financial Tips for Starting a Family
09/09/2022
61. FAFSA – Applying for Federal Student Aid
16/08/2022
60. Making a Financial Plan with Your Spouse
18/07/2022
59. Pros and Cons of Hybrid Work
06/07/2022
In God we trust