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Do More With Your Money


Dec 9, 2019

Have you taken full advantage of your tax-deferred accounts such as workplace and/or individual retirement accounts?

Each year we have a limit on our tax-advantaged accounts, so it's best practice to create a hierarchy for how we use our money.

In this podcast episode, I discuss some year-end planning ideas for maximizing your hard-earned money.

While these considerations depend on your individual situation, there is a general philosophy for creating a hierarchy to be efficient with your money.

Take advantage of the short-term, so that the long-term takes care of itself.

I hope you enjoy the episode!

Theodore J. van Gerven, CFP®

Modern Wealth Builders, LLC