Ep #60: Year-End Financial To-Do’s


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With the New Year quickly approaching, we tend to find ourselves a different type of busy with family obligations, gift shopping, and possible travel plans. Despite this, certain financial tasks need to be completed before the clock strikes midnight to not only save you headache come April of next year (AKA: tax-time), but to potentially save you tons of money as well.

So let this episode serve as your 30-day out checklist. We’ll make sure you’re aware of all the 12/31 deadline tasks you’ll want to complete this month, if you haven’t already.

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