3 Super-Easy (and Important!) Year-End Planning Tips

In this episode, I share: Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contribute the maximum to your retirement accounts." A Tweet from Jim O'Shaughnessy that approaches the recent market volatility in a thoughtful and unique way. A BIG THANK you from us and where we are headed next. If you have any more questions, please contact us at podcast@staywealthsandiego.com Thanks for Listening Be sure to subscribe on iTunes , Stitcher , Spotify , Android , or wherever you get your podcasts. And feel free to drop us a line at podcast@staywealthsandiego.com DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.