How Money Works: New Year’s Financial Checklist for 2024

Welcome to the How Money Works Podcast with husband and wife team Craig Moser, CFP and Jennifer Moser of Maestro Wealth Advisors. This show will cover all the essential financial and retirement planning elements you need to know to make it to, and through, retirement.

Join us each episode for valuable information on how to avoid some of the common financial pitfalls that others make.

Craig and Jennifer have more than 30 years of experience helping people to retire successfully in the Triad area of North Carolina. Their offices are in Winston-Salem & Greensboro.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, MaestroWealth.com.

New Year’s Financial Checklist for 2024

Jan 18, 2024

Everyone wants to get the year started on the right foot so today we’re going to run through a checklist of financial items you need to address in 2024. We'll explore the nuances tax planning, share some tips for staying organized, and make sure you’re making the most out of your retirement contributions in the coming year.

Staying on top of your overall financial health will give you the opportunity to make adjustments before it’s too late and help you stay on track to reach your retirement goals.

Here’s some of what we discuss in this episode:

Are you withholding the right amount of money from your paycheck?
What you should think about with your retirement account contributions.
Tips for gathering all your info for this year’s tax filing.
Now is a great time to assess your overall financial health.

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

Disclosure:

Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Retirement Wealth Advisors, Inc., an SEC Registered Investment Advisor. Maestro Wealth Advisors, LLC, Maestro Insurance Services, Inc., and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.

The information and materials provided here, whether supplied by third party websites, marketing materials, newsletters or any form of publication are provided for general information only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any product or financial instrument. It does not take into account your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here.

How Money Works

New Year’s Financial Checklist for 2024

New Year’s Financial Checklist for 2024

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