Here's Your 2023 Financial Health Checklist

March 6, 2023 – Are you ready to tackle your taxes this year and make sure your financial health is in tip-top shape? Then tune in to today's Lifetime Planning podcast where Financial Sense Wealth Management's Aaron Wiegman and Crystal Colbert have got you covered with a comprehensive 2023 Financial Health Checklist! This checklist covers everything you need to know to create a solid financial plan, from setting goals to managing debt, building an emergency fund, assessing investment risks, updating estate documents, and much more. Don't worry, you don't have to do everything on the list, but we highly recommend taking a look to ensure you're not neglecting any important areas. Get ready to take charge of your financial future and tune in now!

Click here to access the 2023 Financial Health Checklist

Financial Sense Wealth Management: Invest With Us
.
apple podcast
google podcast
spotify
randomness