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33: Your Year- End-Checklist for Financial Wellness and a Prosperous 2024

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Manage episode 386933310 series 3371673
Content provided by The Sugar Daddy Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Sugar Daddy Podcast 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.

This episode is your golden ticket to taking control of your finances, reflecting on 2023 and preparing for a successful year ahead. Tune in as Jessica and Brandon share the ultimate Year-End Financial Checklist for 2023, explaining the must-do's to keep your financial health in peak condition. From assessing your spending habits, to maximizing retirement contributions to tax planning, they’ve got you covered. Don't miss out on learning ways to improve your financial health and prepare for a prosperous year ahead.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.

You can email us at: thesugardaddypodcast@gmail.com
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial

Schedule 30 minutes with Brandon

Please remember to subscribe, rate, and review.

  continue reading

Chapters

1. 33: Your Year- End-Checklist for Financial Wellness and a Prosperous 2024 (00:00:00)

2. Year-End Financial Checklist for 2023 (00:00:09)

3. Financial Tips and Planning (00:10:02)

4. Financial Planning Tips (00:17:40)

5. Financial Goals for the Year (00:26:32)

71 episodes

Artwork
iconShare
 
Manage episode 386933310 series 3371673
Content provided by The Sugar Daddy Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Sugar Daddy Podcast 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.

This episode is your golden ticket to taking control of your finances, reflecting on 2023 and preparing for a successful year ahead. Tune in as Jessica and Brandon share the ultimate Year-End Financial Checklist for 2023, explaining the must-do's to keep your financial health in peak condition. From assessing your spending habits, to maximizing retirement contributions to tax planning, they’ve got you covered. Don't miss out on learning ways to improve your financial health and prepare for a prosperous year ahead.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.

You can email us at: thesugardaddypodcast@gmail.com
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial

Schedule 30 minutes with Brandon

Please remember to subscribe, rate, and review.

  continue reading

Chapters

1. 33: Your Year- End-Checklist for Financial Wellness and a Prosperous 2024 (00:00:00)

2. Year-End Financial Checklist for 2023 (00:00:09)

3. Financial Tips and Planning (00:10:02)

4. Financial Planning Tips (00:17:40)

5. Financial Goals for the Year (00:26:32)

71 episodes

All episodes

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