o be purposeful with our finances. In this episode we discuss:

tax loss harvesting
having a Holiday spending plan
retirement plan contributions
reviewing tax withholdings
reviewing FSA plan

We also discuss the importance of developing a personal development plan and budget. This can include books, courses, conferences, mastermind groups, etc.

Finally, we unveil our exciting program for 2024... Wednesday Wellness Webinars. We will be hosting webinars that will teach the subjects of nutrition/exercise, relationships, charitable giving, and financial health.

Make sure to click on the microphone icon and leave a short message with any of your financial WINS in 2023.

Email david@parallelfinancial.com with any questions and make sure to go to Schedule a Chat (weeklywealthpodcast.com to set your appointment.

1e:T496,

With the end of the year quickly approaching, it is important to be purposeful with our finances. In this episode we discuss:

tax loss harvesting
having a Holiday spending plan
retirement plan contributions
reviewing tax withholdings
reviewing FSA plan

We also discuss the importance of developing a personal development plan and budget. This can include books, courses, conferences, mastermind groups, etc.

Make sure to click on the microphone icon and leave a short message with any of your financial WINS in 2023.

Email david@paralle