Top 10 Steps for the New Year

Posted on 1-03-2024

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us 30-year Financial Advisor, Jim Silbernagel, as he discusses:

Pitfalls people may fall into financially when the New Year arrives

Actionable steps to financially prepare for the next year

Where to find resources for implementing these ideas

Let’s find financial confidence in the New Year!

Please Click Here to Listen to This Week’s Program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning

 

Let’s find financial confidence in the New Year!