))
Year-End Financial Planning Checklist
Manage episode 455471904 series 3583052
内容由Dave Stearns提供。所有播客内容（包括剧集、图形和播客描述）均由 Dave Stearns 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
The end of the year is the perfect time to create and review a year-end financial planning checklist, ideally with a financial advisor. The items included on your checklist may vary depending on your age and situation, but if you are actively saving for retirement (especially if you are already retired or within 15 years of retirement), listen to this episode of The Retirement Income Show with Dave Stearns to learn what items you don't want to forget!
47集单集
分享
