Finance review for the new year cover art

Finance review for the new year

Finance review for the new year

Listen for free

View show details

About this listen

February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review: Investment allocations and rebalancing needs Cash flow and budgeting for the new year Retirement contributions, plans and projections Insurance coverage, needs and premium changes For questions or comments, email us in advance at ForYourBenefit@nitpinc.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.