33: Your Year- End-Checklist for Financial Wellness and a Prosperous 2024

The Sugar Daddy Podcast

This episode is your golden ticket to taking control of your finances, reflecting on 2023 and preparing for a successful year ahead. Tune in as Jessica and Brandon share the ultimate Year-End Financial Checklist for 2023, explaining the must-do's to keep your financial health in peak condition. From assessing your spending habits, to maximizing retirement contributions to tax planning, they’ve got you covered. Don't miss out on learning ways to improve your financial health and prepare for a prosperous year ahead.
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Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jess, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

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1. 33: Your Year- End-Checklist for Financial Wellness and a Prosperous 2024 (00:00:00)

2. Year-End Financial Checklist for 2023 (00:00:09)

3. Financial Tips and Planning (00:10:02)

4. Financial Planning Tips (00:17:40)

5. Financial Goals for the Year (00:26:32)