About this episode
On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year.
Get every episode summarized
Each time Rethink Your Money publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Rethink Your Money
How Avoiding Costly Mistakes Can Help You Achieve Financial Success
Rethink Your Money
Financial Clarity for a Smarter 2025
Rethink Your Money
Tax Blunders to Avoid in 2025
Rethink Your Money
Investing Resolutions to Kick Off 2025
Rethink Your Money