End of Year Moves | MHFI 137

Doug and Carl talk about end of year financial moves. And favorite pies.

  • Why you should review your investments and allocations
  • Budgets and spending
  • 401(k) and Roth IRA deadlines
  • An important solo 401(k) IRS filing

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Doug Cunnington + Carl Jensen


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**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**

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Email us here: doug@milehighfi.com or carl@milehighfi.com