))
New Year’s Financial Checklist for 2024
Manage episode 396087332 series 2643505
Content provided by Walter Storholt and Craig Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Craig Moser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Everyone wants to get the year started on the right foot so today we’re going to run through a checklist of financial items you need to address in 2024. We'll explore the nuances tax planning, share some tips for staying organized, and make sure you’re making the most out of your retirement contributions in the coming year.
Staying on top of your overall financial health will give you the opportunity to make adjustments before it’s too late and help you stay on track to reach your retirement goals.
Here’s some of what we discuss in this episode:
- Are you withholding the right amount of money from your paycheck?
- What you should think about with your retirement account contributions.
- Tips for gathering all your info for this year’s tax filing.
- Now is a great time to assess your overall financial health.
Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin
106 episodes
Share
