Hopefully 2022 was a great year for you! Personally, I had a blast recording these episodes over the 12 months, and I thought taking a look back at a year's worth of episodes would be a fun way to start 2023.

In this episode, we cover roughly the first half of the year and focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review.

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Cheat-Sheets From Today's Show:

Fee Audit

Let's Get Clear About FEES

GOALS

Where Are You Still Using Single-Ply?

Happy Money (part I)

Happy Money (part II)

7 Commonly Asked Questions

Tax Report (sample)

What if God Wrote Your Bucket List?

Timing the Market

Social Security (decisions booklet)

The Many Colors of Annuities

What is a Fiduciary?

About Me

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You can also find Loren at [email protected]

Additional Resources Discussed on the Show

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