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End the Year Strong: Your Year-End Financial Checklist
Manage episode 386215715 series 3506490
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Gear up for a financially successful New Year with 'Tackle Debt, Build Wealth's' latest podcast episode, 'End the Year Strong: Your Year-End Financial Checklist.' Host Brian Marois, and his better half Stephanie Marois, delivers an essential guide to conducting a thorough financial review as the year concludes. This episode is packed with practical advice on maximizing retirement contributions, effectively utilizing FSA funds, reassessing insurance policies, and much more. Whether you're looking to refine your budget, review your investments, or set new financial goals, this episode offers a comprehensive checklist to ensure you're not leaving any money on the table as we bid farewell to the current year. Plus, don't miss the exclusive Black Friday deal from FWA and valuable insights from our listener's question segment. Tune in for an episode that combines year-end financial planning with actionable strategies to maintain and enhance your financial health. Visit FinancialWellnessAcademy.com/Podcast to download the checklist and explore more resources. Subscribe now for insightful tips and expert guidance on managing your finances effectively.
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