Finance review for the new year
Update: 2024-02-05
Description
February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review:
- Investment allocations and rebalancing needs
- Cash flow and budgeting for the new year
- Retirement contributions, plans and projections
- Insurance coverage, needs and premium changes
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel