Conversations with a CFP, Vol. 3- Start the New Year off Right - podcast episode cover

Conversations with a CFP, Vol. 3- Start the New Year off Right

Feb 03, 202023 min
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New Year, New You?! Every new year is a chance to access your finances. In this episode, we discuss three financial tips to kick off your 2020.
1. See if student loans qualify for forgiveness programs
2. Research your available retirement savings programs. Make sure you're at least investing to get a match.
3. Plan for taxes. Understand your withholding so that you aren't over/underpaying on your taxes

We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. If you want to join in on our conversations LIVE, we record Mondays 10am PST. Make sure you like and follow my Facebook page to get notified when we are LIVE.

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