Artwork

Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

2024 New Year Financial Checklist

15:27
 
Share
 

Manage episode 392882720 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Hello, 2024! With the new year upon us, it is an excellent time to look at our financial lives and adjust as needed. There are also challenges unique to the early part of the year that we will also discuss. You can learn more by listening to or watching “New Year Financial Planning Checklist.”
OTHER CONTENT YOU MAY LIKE:
🍾 7 Financial Resolutions for 2024 | https://clearvistafinancial.com/spendlifewell/7-financial-resolutions-for-2024-honoring-god-with-our-money
❄️ Wintering 101: Your Guide to Seasonal Living
💡 MARKET UPDATE: December 2023
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 Biblical Reasons for Giving

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN

  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 392882720 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Hello, 2024! With the new year upon us, it is an excellent time to look at our financial lives and adjust as needed. There are also challenges unique to the early part of the year that we will also discuss. You can learn more by listening to or watching “New Year Financial Planning Checklist.”
OTHER CONTENT YOU MAY LIKE:
🍾 7 Financial Resolutions for 2024 | https://clearvistafinancial.com/spendlifewell/7-financial-resolutions-for-2024-honoring-god-with-our-money
❄️ Wintering 101: Your Guide to Seasonal Living
💡 MARKET UPDATE: December 2023
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 Biblical Reasons for Giving

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN

  continue reading

142 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play