Year-End Financial Check Up
Year-End Financial Check Up
Year-End Financial Check Up
As we quickly approach the end of the year, it is crucial that we take the moment to think about our financial health and whether we have taken all of the appropriate steps to not only decrease our tax liability but also protect our family.
With less than two months left before the year-end, now is the most appropriate time to check your financial affairs and ensure everything is in order. Join Henry as he goes over the financial health check-up that you should be conducting before we dive too much further into the end of the year.
Additional Content:
Retirement Savings for Solo Entrepreneurs
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From The Podcast
Disruptive Money Management
Henry Wong from Disruptive Money Management reveals all of his financial planning and asset management strategies to help guide you towards financial freedom. Whether you're just starting out in your financial goals or trying to check if you're on track for retirement, you'll discover that Henry shares and bares all from an industry insider perspective. Henry leaves no financial tools unchecked, nor is he afraid to disrupt industry secrets so that you can make a proper determination on what investment guidelines are in your own best interest. Henry is well-versed in all aspects of financial planning, from using insurance as a tool to protect, to educating individuals about portfolio building and risk tolerance. You'll learn about the best ways to invest for your age and hear an unbiased approach to stocks, bonds, mutual funds, ETFs, and annuities. In the end, we're all on the path towards financial independence and you'll hear from someone who is unabashed on telling it like it is. If you're tired of hearing from slick salespeople sell you expensive products, then you're not going to want to miss this show. Hit subscribe and get ready to fire up your financial life.Join Podchaser to...
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