Year End Planning: Simplify, Review, and Get Ready! - Ep. 160
Nov 20, 2020•3 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 cover simplifying your finances, and reviewing goals to get ready for 2021!
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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