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Year-End Financial Planning Essentials
Manage episode 444137485 series 3561293
Kandungan disediakan oleh Impact Partnership and Mike Douglas. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Mike Douglas atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Mike discusses the importance of year-end financial planning, including portfolio reviews, insurance checks, and charitable giving. He highlights the significance of setting goals for the upcoming year, encouraging listeners to start planning for their future aspirations.
Need a second opinion on your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!
See omnystudio.com/listener for privacy information.
87 episod
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