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A Guide to Your Year-End Financial Review

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Manage episode 390507958 series 2120250
Content provided by John H. Curry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John H. Curry 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.

What can you do at the end of the year to set yourself up for financial success in 2024?

In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.

I’ll cover:

  • Why is an end-of-year financial review important?
  • Setting goals for the next 3 years
  • Assessing your spending plan
  • Evaluating your investments
  • Building a financial safety net
  • And more
  continue reading

110 episodes

Artwork
iconShare
 
Manage episode 390507958 series 2120250
Content provided by John H. Curry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John H. Curry 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.

What can you do at the end of the year to set yourself up for financial success in 2024?

In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.

I’ll cover:

  • Why is an end-of-year financial review important?
  • Setting goals for the next 3 years
  • Assessing your spending plan
  • Evaluating your investments
  • Building a financial safety net
  • And more
  continue reading

110 episodes

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