GOOD MORNING AND GREAT COFFEE!
In this week's burst session episode, Mark sits down to discuss the topic of "Annual Reviews". Often times you wish something of this nature might be a bit more straightforward than it is. Having your priorities in order when it comes time to sit down with your advisor cannot be a stressed enough. So luckily this episode offers eight key tips that will give you a leg up on your reviews when the time to open up that can of worms arises! We're coming at you with a shorter one this week but it is without a doubt a must-see...so grab that notepad and give it a watch!
If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at irontreefinancial@ceterais.com
REMEMBER: LIVE WELL AND PLAN EVEN BETTER
#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast
Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com
