Join us as we discuss things to consider at the end of the year to help build wealth into the new year.
00:00 intro
2:50 How to close out the end of the year
7:00 Remaining happy, fun accounts, living in the now
8:30 Keeping an eye on interest rates, good vs bad debt
12:20 Employee benefits
13:20 Taking time to reflect
25:40 Where the market is at
29:40 Should you invest now?
33:00 Inflation concerns
40:00 Trinity, commercial real estate
48:00 Advice going into the new year
49:00 Money mindset 2022 and beyond