Year-End Financial Planning Essentials

Michigan's Retirement Coach Podcast With Mike Douglas
08/10/2024 13 min
Year-End Financial Planning Essentials

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Episode Synopsis

Mike discusses the importance of year-end financial planning, including portfolio reviews, insurance checks, and charitable giving. He highlights the significance of setting goals for the upcoming year, encouraging listeners to start planning for their future aspirations. Need a second opinion on your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!See omnystudio.com/listener for privacy information.

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