Year-End Savings Topics

Financial Planning & Advice Recording

Holiday spending, last minute tax situations, and getting off on the right foot next year are all themes we cover in this video. Many people assess their finances and retirement savings at the beginning/end of the calendar year. If you are one of them, keep these items in mind.

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Additional Resources

Video intro image graphic about Life Insurance and Your Retirement. Video presented by Greg Klein of Hays Financial Group

Financial Protection Recording

Life Insurance & Your Retirement

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Video intro image graphic about Roth or Pretax Savings. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Pretax-Roth

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Recording Resources

Tackling Debt on Your Path to Retirement Saving Success

In this seminar, we dive into these crucial topics: • Types of Debt: Understand the nuances of different debts. • Smart Payment Strategies: Learn how to tackle debt effectively. • Cash Flow Mastery: Control your financial inflow and outflow. • Retirement Impact: Discover how debt decisions shape your retirement journey.

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