Year End Planning: Maximize Work Optional Plans - Ep. 155
Nov 09, 2020•2 min
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Episode description
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your work optional plans before the year ends.
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
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