48 minutes | Nov 16th 2020

048: The Ultimate Year-End Financial Review to Live Your Best Life

Phew...what a year 2020 has been!! Who is ready to say goodbye 2020 and HELLO 2021?!? Before you do that, check out the latest episode where Bill & Nancy deep dive into their relationship with Money with their ultimate year-end financial review to live your best life! This list began after their Bankruptcy (See Episode 002) and has grown steadily over the last 11 years incorporating advice from their coaches, books and workshops they’ve attended. The comprehensive list includes reviewing cash flow & expenses, taxes, insurance, estate planning, investments & retirement. Remember, Bill & Nancy are NOT CPAs, wealth managers or attorneys yet they are very open about where & how their money flows and happy to share any resources that you feel are beneficial to your relationship with money. LINKS: FB Community Support: https://www.facebook.com/groups/sexmoneyrealestate IG: @sexmoneyrealestate email: SexMoneyRealEstate@gmail.com Review: SexMoneyRealEstate.com Balance Chart Accountability App: TheYdbg.com
Play Next