• Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA

  • Dec 15 2022
  • Length: 32 mins
  • Podcast

Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA

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  • Summary

  • In the fray of market volatility, domestic political ambiguities, and global geopolitical risks and issues (not to mention obstinate inflation), we feel that investors need a checklist of financial to-dos that may help them navigate complicated times.

    At the end of each year, there are a multitude of financial-life decisions to make that could impact financial planning moving into a new year. To help investors navigate these complex financial times, we felt that a checklist to review and implement EOY initiatives as applicable may help.

    With that in mind, take careful listen to this episode of Intentional Wealth to learn what may be prudent to have on your EOY checklist. Cassandra Kirby, a private wealth advisor at Braun-Bostich, joins Amy to discuss what financial issues to consider before the end of the year that contribute to solid 2023 planning.
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