Description

Year-End Reflections and Financial Planning

Welcome to Law Days and Lattes! This week, we explore year-end reflections and strategies to plan for financial success in the new year. Grab your latte and join us!

Episode Highlights

Defining Financial Goals

• Create passive income and financial freedom.
• Build a legacy or ensure family security.
• Work smarter, not harder.

End-of-Year Reflection

• Assess progress: Did you meet your goals? What assets did you grow?
• Identify lessons learned and areas for improvement.
• Reflect on mindset and habits for clarity moving forward.

Planning for the New Year

• Set specific, measurable goals (e.g., invest 15% of income).
• Build active and passive income streams (e.g., rental properties, dividend stocks).
• Commit to lifelong learning (e.g., podcasts, books, mentorship).

Legal Tools for Financial Freedom

• Estate Planning: Trusts, wills, and Durable Powers of Attorney.
• Business Structuring: Limit liability and maximize tax benefits.
• Contracts: Protect investments with well-drafted agreements.
• Consult a qualified attorney for personalized advice.

Call to Action

• Reflect on your year and plan ahead.
• Contact The Wheelan Law Firm for legal support with wealth protection and business strategies.

Join the Conversation

Check out our new Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Subscribe to Law Days and Lattes wherever you get your podcasts!

WheelanLaw.com

This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.