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Round Table | Best Practices for Year End Wrap Up
13th December 2022 β€’ The Wealth Without Wall Street Podcast β€’ By Russ Morgan & Joey MurΓ©
00:00:00 00:46:04

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It's the last month of the year, and it's time for reflection. Looking back, what are you thankful for? What do you wish you could have done differently? What are your plans for next year? A year-end review is crucial before you do any strategic planning for 2023. How will you know what to change if you don't do a year-end reflection?


Tune in as Russ, Joey, and the Dream Team of Financial Freedom Coaches talk about the following:

  1. What's one thing you took advantage of that has significantly impacted your life?
  2. What resources, technology, or tactics have helped you that you would like to recommend to others?
  3. What best practices can you share?


Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.


This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.


The hosts may have a financial interest in the programs or services mentioned in this episode.


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