• Radio Show #29: Year-End Financial Tune-Up - Don't Miss These 7 Steps!

  • Nov 25 2024
  • Length: 52 mins
  • Podcast

Radio Show #29: Year-End Financial Tune-Up - Don't Miss These 7 Steps!

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  • Summary

  • As the year draws to a close, it's the perfect time to reflect on your financial health and set the stage for a prosperous new year. In this week’s show, Chris and Scott share seven essential financial strategies to consider before year-end.

    Here’s are some of the things we discuss in this episode:

    • Review your estate plan and make sure it’s still designed
    • Shoring up your emergency fund is crucial.
    • If ​you ​are ​73 ​or ​older and ​you ​have ​money ​in ​a ​401k ​or ​IRA, have ​you ​taken ​your ​RMD ​this ​year? ​
    • Audit your subscriptions and cancel what you aren’t using.
    • Max out your retirement contributions if you can.

    WAYS TO CONNECT:

    Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg

    Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.

    If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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