• The 5 Steps of a DIY Annual Investments Review

  • Jan 16 2025
  • Length: 32 mins
  • Podcast

The 5 Steps of a DIY Annual Investments Review

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  • Summary

  • The new year is a great time to do an annual review. In this episode, we look at five things to look at regarding your investments to help you make the most of your money.

    Join us as we look at some of the simplest ways you can help keep your financial plan on track!

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Meg Bartelt on LinkedIn
    • Flow Financial Planning

    Leave us a question!

    Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.

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