Episode 30 - Annual Review Checklist

This episode we discuss all of the financial topics you should be reviewing on an annual basis. From 401k/403b contributions, to rebalancing your portfolio, to expenses, & taxes we touch on all of it! While that all might sound intimidating in writing - have no fear! We make sure it's easy to understand in our episode to make sure you set up 2018 to be your most successful year yet. After all: if you fail to plan, you are planning to fail.