Скачать или смотреть Costly Year-End Financial Planning Mistakes

As the year draws to a close, it's the perfect time to reflect on your financial health and make strategic decisions for the future. In this week’s episode, Scott takes us through four major year-end financial planning mistakes and how to avoid them.

We’re down to less than a month until 2025, so we wanted to take some time to make you aware of these key items and tell you why they should be a focus over the next few weeks.

Here’s what we cover in this episode:
0:00 – Intro
1:44 – Ignoring the issues that debt creates.
5:50 – Overlooking the costs of your go-go years.
11:16 – Failing to plan for inflation’s long-term impacts.
13:13 – Not addressing poor lifestyle habits and decisions.
17:51 – Get in touch with Scott

Want to connect with us?
Web: https://listentoscott.com/
Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724

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This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you.

Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video.

Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability.

Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC.

The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.