Have You Made These Year-End Financial Moves? | Episode 220
Episode Ep 220 14 min 55s

Have You Made These Year-End Financial Moves? | Episode 220

Send us Fan Mail As 2026 comes to a close, take time to review your finances, revisit your goals, and prepare for the year ahead. In this episode of The Spend Life Well Show, Certified Kingdom Advisor Mark Trice and Ben Barnett discuss year-end financial planning strategies, including tax planning, charitable giving, investment consistency, and setting goals for 2027. What we cover: → Reviewing financial goals and investment performance → Tax planning, charitable giving, QCDs, and RMDs → Up...

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