Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
Join host Jeff Bernier and special guest Wealth Advisor Mona Fahmy as they dive into the world of year-end financial planning tailored to individuals in different life stages. Whether you’re still advancing your career and focused on building wealth or navigating retirement, this episode is packed with insights regarding items to consider for your end of year financial checklist.
Learn more about what to review at year end related to open enrollment, tax efficiency, healthcare, charitable giving, cash flow, portfolio management, estate planning, and more!
#financialplanningchecklist #financialreview #openenrollment
Find Jeff’s latest release, The Money & Meaning Journey, which covers many of the same topics discussed in this podcast in more depth here.
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We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email moneyandmeaning@tandemgrowth.com.
