<p>So Kaki - what do you do for year end investment and financial planning? What a great question! Join Kaki as she shares her financial planning tips for year end. </p>

So Kaki - what do you do for year end investment and financial planning? What a great question! Join Kaki as she shares her financial planning tips for year end.

#49 - Year End Planning

We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. 
Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. 
Check out more personal finance education at www.lookbothwaysfinancial.com

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We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. Check out more personal finance education at www.lookbothwaysfinancial.com

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#49 - Year End Planning

#49 - Year End Planning