Best In Wealth - Best Practices For Real People, Investments, Retirement Planning, Money Management, Wealth Building, Financi

What five major areas should you look at at the end of every year? End of year financial planning should include looking at assets and debt, tax planning, cashflow issues, insurance planning, and estate planning issues. Why does it matter? How can it help you from a tax-saving standpoint? Learn more in this episode of the Best in Wealth podcast![bctt tweet="In this episode of Best in Wealth, I share 5 things you NEED to look at in your end of the year financial planning. Check it out! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username=""]Outline of This Episode[1:08] Why you need an investment policy statement[8:00] #1: The asset/debt issues to consider[9:45] #2: Tax planning issues[15:17] #3: Cashflow issues[17:11] #4: Insurance planning issues[18:52] #5: Estate-planning issuesWhy you need an investment policy statementAre you staying disciplined and staying in the stock market? Are you staying disciplined in each asset class? An investment poli