On this week's episode,
Markets Update: Lower Rates in the Near Future? (00:28-07:10)
Empowering Education: Developing a End of Year Financial Checklist (07:14-20:36)
Faithful Finance: Leave a Legacy (20:42-26:15)

On this week's episode, Markets Update: Lower Rates in the Near Future? (00:28-07:10) Empowering Education: Developing a End of Year Financial Checklist (07:14-20:36) Faithful Finance: Leave a Legacy (20:42-26:15)

Your End of Year Financial Checklist

Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey.

Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

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Investing

Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

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Your End of Year Financial Checklist

Your End of Year Financial Checklist