Join hosts Paul and Garrett as they usher in the new year with a deep dive into the most critical financial considerations for 2024. This episode is an invaluable guide, offering listeners comprehensive strategies and insights to navigate the complexities of personal finance, investment planning, and market dynamics. From personal goal setting to nuanced tax strategies, this episode equips listeners with the knowledge they need to make informed decisions and set a course for financial success in the year ahead.

Key Points From This Episode

• Strategies for personal and financial goal-setting
• Adjusting finances for life changes
• Managing pay raises and bonuses
• Detailed retirement planning in different life stages
• Funding major life events and expenses
• Regular insurance and emergency fund reviews in financial health
• Advanced tax planning techniques 
• The ongoing importance of estate planning

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Useful Links

Garrett on LinkedIn

Paul on LinkedIn

Ascend Investment Partners