Preview Mode Links will not work in preview mode

Dec 4, 2018

Today we’re talking about saying and doing the right thing for the holidays and before the new year.


It’s the end of the year and while everyone is focused on Holiday activities, there are several year-end financial issues that we should also be prioritizing.

Cheri Blair, our favorite Financial Advisor, joins me today to discuss important information about end of the year financial focuses.

She shares how we can take stock of our financial lives for the past year, avoid additional taxes or penalties, rebalance our investments, and meet some very important deadlines before 2018 comes to a close.


We Discuss:

  • Saying the right thing when we don’t know what to say
  • Why isolation doesn’t work for people that need to heal
  • 5 basic steps to take when entering a difficult conversation
  • Saying and doing the right thing for the holiday season
  • What we should be focused on financially at the end of the year
  • Taking stock of our financial lives and financial situations
  • Rebalancing our investments and preparing for 2019


For the full show notes visit: