Nov 28, 2021 • 55M

55: Year-End Adult-ing Checklist

 
1×
0:00
-54:47
Open in playerListen on);
    Substack App
    Download MP3
    Get a private RSS link for listening
    Subscribe to The Momentum Advisors Show to get a private link for listening in your favorite podcast player. Learn about RSS.
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.
Episode details
Comments

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.