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Episode 3 – Your Year End Financial Planning Checklist Part 1

October 12, 2018 by Bautis Financial
Year End Financial Planning: Part 1

Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st.

Here’s what you will learn about in this episode:

  • Why you need to check on your health insurance plan.
  • The benefits of a health savings account.
  • How to incorporate a flexible spending account into your financial plan
  • The importance of reviewing your Medicare plan and when to enroll
  • Why you should rebalance your investments
  • And more!

Tune in to this information-packed episode now and learn how to prepare for the end of 2018!

Resources:

Bautis Financial | 2018 Year-End Financial Planning Checklist

Category: The Agent of Wealth PodcastTag: Year-End Financial Planning
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