John H. Curry's Secure Retirement Podcast

What can you do at the end of the year to set yourself up for financial success in 2024?In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.I’ll cover: Why is an end-of-year financial review important? Setting goals for the next 3 years Assessing your spending plan Evaluating your investments Building a financial safety net And more