Year end financial checklist (2025)
Échec de l'ajout au panier.
Veuillez réessayer plus tard
Échec de l'ajout à la liste d'envies.
Veuillez réessayer plus tard
Échec de la suppression de la liste d’envies.
Veuillez réessayer plus tard
Échec du suivi du balado
Ne plus suivre le balado a échoué
Year end financial checklist (2025)
-
Narrateur(s):
-
Auteur(s):
À propos de cet audio
Evan shares his annual checklist of key financial tasks to consider before the year ends. Topics include maximizing your First Home Savings Account (FHSA), TFSA withdrawal timing, spousal RRSP strategies, charitable giving, capital gains/losses, mutual fund distributions, workplace benefits, and tips for staying organized. Evan also highlights useful resources to help you get your finances in order for the new year.
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing
🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast
✨ Get your money organized - Your Full Financial Picture Spreadsheet
Pas encore de commentaire