Annual Wealth Building Checklist and Key Birthdays
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Timestamps:
00:23 – Review Your Budget
06:00 – Check Your Beneficiaries
07:57 – Review Your Gifting Strategy
10:22 – Make Sure Your Estate Plan is Up-to-Date
12:32 – Check Your Tax Strategy
15:29 – Rebalance Your Portfolio
17:46 – Birthday Trivia
20:36 – 50th Birthday
22:32 – 55th Birthday
24:21 – 59 ½ Birthday
25:14 – Age 60-63 and the Super Catch-Up
29:15 – 62nd Birthday
30:14 – 65th Birthday
32:10 – 67th Birthday
33:22 – 70th Birthday
35:47 – 73rd Birthday
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#budgetreview #spendingplan #moneymanagement
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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.
The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
