cover of episode 3 Super-Easy (and Important!) Year-End Planning Tips

3 Super-Easy (and Important!) Year-End Planning Tips

2018/12/18
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Stay Wealthy Retirement Podcast

Chapters

The host thanks listeners for their support and announces a break for the holidays, promising to return with new content in January.

Shownotes Transcript

In this episode, I share:

  • Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contribute the maximum to your retirement accounts."
  • A Tweet from Jim O'Shaughnessy that approaches the recent market volatility in a thoughtful and unique way.
  • A BIG THANK you from us and where we are headed next.

If you have any more questions, please contact us at [email protected])

Thanks for Listening

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DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.