))
Practical Year-End Planning Tips for Every Income Level
Manage episode 445117237 series 3419234
Contenuto fornito da Creative Planning and John Hagensen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Creative Planning and John Hagensen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financial Planning Month, we reiterate the importance of taking a proactive approach to secure your financial future, and we welcome Dr. Dan Pallesen back to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money.
115 episodi
Condividi
