Everyone's Talkin' Money Your End-Of-Year Money Checklist to Save More, Spend Better & Achieve Your Goals
The end of the year is a great time focus on your money and find ways to save more, spend better and achieve your goals. Our guest, Autumn Lax, is a Certified Financial Planner™ and Wealth Management Specialist℠ with Drucker Wealth Management. In this episode, Autumn is sharing her end of the year money checklist to help you close out 2021 like a pro. We talk about how to create an annual budget planning session, why you might want to harvest some of your tax losses, how to maximize your benefits before the year ends, and what to do to set yourself up money wise for a brand new year.
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