Episode Details
Back to EpisodesYear-End Financial Checklist 2025: Clean Up Your Accounts
Episode 2472
Published 3 months ago
Description
This week on the Retirement Quick Tips podcast, I'm sharing with you my year-end financial checklist. With only a few weeks before the end of the calendar year, there's still time to complete these before year-end.
Today, I'm talking about cleaning up your accounts and doing a little housekeeping before the end of the year.