7 Things To Optimize Your Finances Before Year-End (2023 Checklist)

Ensure you're checking all of these strategies for you overall holistic financial plan before the year is over (2023)! Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Here is the free Checklist - https://www.dropbox.com/scl/fi/lhpb5lyo571hy1vh3glqm/What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2023.pdf?rlkey=2vvuk1lembfoxhoorpoq3sesy&dl=0 Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary). Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Free Cash Flow Planner → https://root-financial-partners.ck.page/d17cd2634f Most Important Photos You'll Ever See If You Want To Have Success In Retirement → https://www.dropbox.com/s/40lis7bjblcqlwx/The%20Regret%20Gap.pdf?dl=0 FREE eBook: A Complete Guide To An Early Retirement → https://rootfinancialpartners.lpages.co/earlyretirementcompleteguide/ FREE eBook: Complete Guide to HEALTH INSURANCE to Retire Early → https://root-financial-partners.ck.page/749fadd4c5 PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video? 📣 Please like this video and tell us what you think! This feedback helps me create better content for you. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ⭐ #Ari_Taublieb_Early_Retirement #Ari_Taublieb #retirement_planning #Estate_Planning #tax_planning #Investing #Cash_Flow #Investment_Management #Income_Tax_Saving_Guide #Income_Tax_Saving #Investing_Guide #IRAs ...................................................................................................................................... ❣ SPONSORED: No, this video was not sponsored. -------------------------------------------------------------------------------------------------------------------------------- ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions. This video contains content that I solely created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities, all contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. ⭐ Thank you for supporting the channel and for watching this video ⭐