Overview
Episode overview:
In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, walk through a practical, step by step New Year Financial Checklist designed to help you bring clarity to your financial life without pressure or perfectionism.
They cover things like:
💡 Reviewing savings and retirement contributions
💡 Double checking beneficiaries
💡 Cash flow
💡 Insurance coverage, taxes, investment alignment, and more!
Download the checklist here.
