Latest / Your Life Simplified: A Financial & Wealth Management Podcast
End of Year Wealth Planning Checklist
With only a few weeks left in the year, make sure you check everything off your financial list. On this episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor provide an end of year wealth planning checklist, which includes areas like retirement planning, Required Minimum Distributions and gifting.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.