Financial planning is not just about securing your tomorrow. It’s also about living a better today.
In this rapid-fire style episode, Kris Dureau walks you through 15 quick-hit tips to help you get a better handle on your finances, both now and in the future. Investments, tax planning, wealth transfer, debt management —Kris covers it all!
Kris discusses:
- Accounts you should regularly contribute money towards
- Steps you can take to weather market volatility
- How to keep your finances organized (for you, your family, and your advisor)
- Often-overlooked financial planning areas
- And more!
Related: The Four Wealth Destroyers