Migrate Your Money

6. Spring Financial Planning Meeting Overview

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With springtime behind us and the 90-degree heat in full effect, Drew and I wanted to release a quick episode running through a high-level overview as to what our springtime meeting updates consist of.

Some of these topics include:

  • Client Goals
  • Reviewing tax returns for proper tax planning
  • Retirement savings rate
  • Current net worth statement
  • Risk management review
  • Estate planning
  • The MWM Personal Finance Calendar

    • We cover all of this and more in today’s episode of Migrate Your Money.

    Please enjoy!

    Connect with the Migrate Your Money Host’s:

    • Connect with Jeremy: https://www.linkedin.com/in/jeremycrocker/
    • Connect with Drew: https://www.linkedin.com/in/drewfeutz/

      • Migration Wealth Management:

      • LinkedIn: https://www.linkedin.com/company/migration-wealth-management
      • Facebook: https://www.facebook.com/migrationwm
      • Instagram: https://www.instagram.com/migrationwm
      • Twitter: https://twitter.com/MigrationWealth
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