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Critical Year-End Planning Insights
Manage episode 441351526 series 3419234
Inhoud geleverd door Creative Planning and John Hagensen. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Creative Planning and John Hagensen of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year.
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