Get your finances in shape before the year ends with this essential checklist! Mike and Ben break down the key steps to take before the sun sets on 2024. Budgeting, tax planning, and financial review are all essential components. Tune in for expert tips to help you close the year on a solid financial note and set yourself up for success in the new year.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.
