Nov 28, 2021 • 55M

55: Year-End Adult-ing Checklist

 
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The North Star
The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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The end of the year always seems to sneak up on us. After Thanksgiving, the buzz of the holiday season keeps us busy through the New Year and all of our financial, health, and tax planning become distant thoughts until 2022. Not this year! On this episode, we make your year-end adult-ing planning a priority; because when the year ends there’s no going back.

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