A Guide to Your Year-End Financial Review
Dec 20, 2023•23 min•Ep. 87
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
What can you do at the end of the year to set yourself up for financial success in 2024?
In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.
I’ll cover:
- Why is an end-of-year financial review important?
- Setting goals for the next 3 years
- Assessing your spending plan
- Evaluating your investments
- Building a financial safety net
- And more
For the best experience, listen in Metacast app for iOS or Android