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Annette Hines द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Annette Hines या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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261: Ending the Year Strong: Securing a Well-Managed Financial Future

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Annette Hines द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Annette Hines या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

As the calendar year draws to a close, end-of-year planning becomes essential for individuals seeking to secure their personal and financial futures.

In this episode of Parenting Impossible, I dive into the importance of taking control of your finances with a proactive mindset. Instead of getting stuck on setbacks, I encourage you to focus on celebrating your wins and using them as a foundation to move forward. I share practical tips on keeping your asset lists and important documents, like letters of intent, up to date—not just to avoid legal issues but to simplify life for you and your loved ones. We’ll also explore how timely retirement and tax planning can set you up for success in the new year, especially in light of the updates from the Secure Act. Let’s make this the year you take charge with confidence!

In this episode, you will hear:

  • Why it is important to update documents like letters of intent.

  • What to focus on celebrating at the end of the year.

  • How reviewing retirement assets and estate planning documents benefits you.

  • Why it is crucial to align beneficiary designations with estate planning goals

Engage with us:

Join our community: Circle of Care

Visit: https://annettehines.com

Read Butterflies and Second Chances

LinkedIn: @annette-hines-snc

Instagram: @parentingimpossible

Facebook: @SpecialNeedsCompanies

Twitter: @SpecialNeedsCo

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

  continue reading

263 एपिसोडस

Artwork
iconसाझा करें
 
Manage episode 455090326 series 3490567
Annette Hines द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Annette Hines या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

As the calendar year draws to a close, end-of-year planning becomes essential for individuals seeking to secure their personal and financial futures.

In this episode of Parenting Impossible, I dive into the importance of taking control of your finances with a proactive mindset. Instead of getting stuck on setbacks, I encourage you to focus on celebrating your wins and using them as a foundation to move forward. I share practical tips on keeping your asset lists and important documents, like letters of intent, up to date—not just to avoid legal issues but to simplify life for you and your loved ones. We’ll also explore how timely retirement and tax planning can set you up for success in the new year, especially in light of the updates from the Secure Act. Let’s make this the year you take charge with confidence!

In this episode, you will hear:

  • Why it is important to update documents like letters of intent.

  • What to focus on celebrating at the end of the year.

  • How reviewing retirement assets and estate planning documents benefits you.

  • Why it is crucial to align beneficiary designations with estate planning goals

Engage with us:

Join our community: Circle of Care

Visit: https://annettehines.com

Read Butterflies and Second Chances

LinkedIn: @annette-hines-snc

Instagram: @parentingimpossible

Facebook: @SpecialNeedsCompanies

Twitter: @SpecialNeedsCo

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

  continue reading

263 एपिसोडस

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