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020: Smart Money Moves | Your Year-End Financial Checklist
Connect with Chris at Monzon Wealth:
Visit us at The Fi Guys Website to be featured on the show:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
**Year-End Financial Checkup: Supercharge Your Money Game in 2024!**
* Ready to WIN the new year?** This episode is your ultimate year-end financial checklist – packed with strategies to DOMINATE your money game!
**✅ Master Tax Planning:** Learn how to adjust withholdings, leverage deductions, and optimize your year-end bonus.
-* Turbocharge Your Investments:** Discover strategies like retirement account max-out, rebalancing, and tax-loss harvesting.
- * Build Your Financial Safety Net:** Craft a rock-solid emergency fund, review your insurance, and tackle any lingering debt. ️
- * Bonus Tip:** Get a FREE credit report check to ensure your score is accurate!**
Don't miss:**
- **Actionable tips in every segment!**
- **Free resources to jumpstart your financial journey!**
- **Bonus tip at the end!**
**Subscribe for more life-changing financial insights!**
**P.S.** Share this video with your friends and family – let's all win together!
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
This video podcast is sponsored by Monzon Wealth. The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at MonzonWealth.com
View all episodes
By The FI GuysConnect with Chris at Monzon Wealth:
Visit us at The Fi Guys Website to be featured on the show:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
**Year-End Financial Checkup: Supercharge Your Money Game in 2024!**
* Ready to WIN the new year?** This episode is your ultimate year-end financial checklist – packed with strategies to DOMINATE your money game!
**✅ Master Tax Planning:** Learn how to adjust withholdings, leverage deductions, and optimize your year-end bonus.
-* Turbocharge Your Investments:** Discover strategies like retirement account max-out, rebalancing, and tax-loss harvesting.
- * Build Your Financial Safety Net:** Craft a rock-solid emergency fund, review your insurance, and tackle any lingering debt. ️
- * Bonus Tip:** Get a FREE credit report check to ensure your score is accurate!**
Don't miss:**
- **Actionable tips in every segment!**
- **Free resources to jumpstart your financial journey!**
- **Bonus tip at the end!**
**Subscribe for more life-changing financial insights!**
**P.S.** Share this video with your friends and family – let's all win together!
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
This video podcast is sponsored by Monzon Wealth. The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at MonzonWealth.com