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Podcast: Success in the New Retirement
Episode: Preparing Your End of Year Financial Checklist
Description: Most adults admit they won't start their Christmas shopping until late November, but what about your end of year financial plans? Damon and Matt discuss the importance of an end of year checklist and what you need to focus on now and what can wait. For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.