193: End of Year Financial Routines of the Extremely Wealthy

Welcome to episode 193 of Profit Boss® Radio! In this episode, we’re talking all about the end of year financial routines used by the wealthy.  

Just like there are life hacks and morning routines that lead to great success, there are certain annual financial routines successful entrepreneurs use loyally - but keep close to the vest.

After years of working with business owners every day, I’ve curated an annual financial routines checklist that I myself strictly abide by at the turn of every year, and today I’m sharing it with you. 

Coordinating your business and personal finances is hard. Implementing time-tested and leveraged routines can make a massive difference! 

There are certain things that you absolutely have to have done by December 31. Follow our checklist and not only wrap up 2021 powerfully, get yourself synched to your goals and launch yourself into 2022 with momentum!

For the full financial checklist, please visit: https://hilaryhendershott.com/end-of-year-financial-routines

Show Notes

To get access to the full show notes, including all the resources mentioned, visit https://hilaryhendershott.com/end-of-year-financial-routines

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.