3 Super-Easy (and Important!) Year-End Planning Tips
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®
4.7 • 678 Ratings
🗓️ 18 December 2018
⏱️ 17 minutes
🧾️ 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.
If you have any more questions, please contact us at podcast@staywealthsandiego.com
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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