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

Dec 18, 2018

In this episode, I share:

1. 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."
2. A Tweet from Jim O'Shaughnessy that approaches the recent market volatility in a thoughtful and unique way.
3. A BIG THANK you from us and where we are headed next.

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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.