Round Table | Best Practices for Year End Wrap Up
The Wealth Without Wall Street Podcast
Don't Let a Year Go By, Right?
Don't let a year go by, right? They give me a strike when the iron is hot. And I will I would add one thing to your list there. This was something that a mentor mine used to share a lot with us. He would actually write a love letter that he put in all of his insurance policy packets and update it periodically as the years went on. It was literally for them to read at his passing to remind them of why he had done all of those things. That's my only expert advice is to find an expert.
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