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Year-End Financial Planning Essentials
Manage episode 444137485 series 3561293
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Mike discusses the importance of year-end financial planning, including portfolio reviews, insurance checks, and charitable giving. He highlights the significance of setting goals for the upcoming year, encouraging listeners to start planning for their future aspirations.
Need a second opinion on your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!
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