End the Year Strong: Your Year-End Financial Checklist

11/28/23 • 22 min

Gear up for a financially successful New Year with 'Tackle Debt, Build Wealth's' latest podcast episode, 'End the Year Strong: Your Year-End Financial Checklist.' Host Brian Marois, and his better half Stephanie Marois, delivers an essential guide to conducting a thorough financial review as the year concludes. This episode is packed with practical advice on maximizing retirement contributions, effectively utilizing FSA funds, reassessing insurance policies, and much more. Whether you're looking to refine your budget, review your investments, or set new financial goals, this episode offers a comprehensive checklist to ensure you're not leaving any money on the table as we bid farewell to the current year. Plus, don't miss the exclusive Black Friday deal from FWA and valuable insights from our listener's question segment. Tune in for an episode that combines year-end financial planning with actionable strategies to maintain and enhance your financial health. Visit FinancialWellnessAcademy.com/Podcast to download the checklist and explore more resources. Subscribe now for insightful tips and expert guidance on managing your finances effectively.

Previous Episode

Navigating Holiday Cheer Without Credit Card Fear: Your Guide to Debt-Free Celebrations

Ah, the holidays! A time of joy, cheer, and unfortunately, for many of us, financial anxiety. It's easy to get swept up in the festive spirit and find ourselves facing a daunting credit card statement come January. But fear not! It’s entirely possible to indulge in the holiday season without the burden of financial regret. So, let’s unwrap some practical strategies to celebrate without letting debt dampen your New Year.
We discuss strategies to keep your budget in check, innovative celebration ideas, and answer a listeners question about how her and her partner can approach their holiday shopping while staying true to their financial goals.
Want your financial questions to be answered on the next episode? Submit them here!
https://www.financialwellnessacademy.com/podcast