3 Super-Easy (and Important!) Year-End Planning Tips

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 18 December 2018

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, I share:

Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contribute the maximum to your retirement accounts."
A Tweet from Jim O'Shaughnessy that approaches the recent market volatility in a thoughtful and unique way.
A BIG THANK you from us and where we are headed next.

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Thanks for Listening

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DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

Transcript

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0:00.0	Hey, everyone.
0:10.5	Stock market craziness aside, I hope the end of the year is wrapping up nicely for you.
0:17.4	First and foremost, I wanted to just quickly thank everybody for all of your time and support this year.
0:24.6	With your help and feedback, the podcast continues to grow, which to us means good financial information is getting in the hands of more and more people.
0:33.1	And that's our primary goal.
0:35.0	There's so much bad information out there that we want to do our part to reach a larger audience and cut through a lot of the noise to give you the right answers.
0:45.7	So we appreciate you taking this journey with us.
0:48.6	We've had a lot of fun this year.
0:49.8	And I just wanted to take a moment to just say thank you.
0:53.8	Second, this will be our last podcast until January 22nd.
0:59.9	We have some awesome things up our sleeve,
1:03.4	and we want to take the next few weeks to enjoy some time with friends and family, of course,
1:08.6	but also to work on a few of these improvements that we're
1:11.2	making to this podcast. So you won't hear from us again until the 22nd of January, which is a
1:18.0	Tuesday. Don't miss us too much. Enjoy the holidays. Enjoy the start to your year. And then we will be
1:24.4	kicking off strong on Tuesday, January 22nd. So stay tuned.
1:29.2	Okay, before I share my super easy year-end planning checklist,
1:35.6	the top three things that I think you should just make sure you check on before the year wraps up,
1:41.7	I just wanted to share a tweet that I saw actually not that long ago
1:45.6	today. The tweet was from Jim O'Shaughnessy, who is the CIO of O'Shaughnessy asset management.
1:54.4	He's written numerous books. Some say he's a legend in our industry, but Jim's awesome, and he's really taking to Twitter
2:02.2	this year. And I saw a tweet today, given the recent market volatility, I thought I just share it.
	...

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