Episode 36: Financial Checkup for 2023

Jan 31, 2023

You know how important it is to get a checkup on your health, but what about your wealth? Have you saved enough for retirement? Could increased taxes impact your lifestyle? If you’re not sure of the answers, then now is a good time for a financial checkup!

On this episode, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, WMCP®,  discuss the importance of conducting a financial checkup to start off the new year. Take a few minutes to review the downloadable checklist and speak with one of our financial planners today if you have any questions.

Here are just a handful of the things that we'll discuss:

  • Income as cash flows
  • Medical and health care
  • Advanced financial planning
  • Risk management
  • Tax-efficient strategies


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Get your complimentary copy of Financial Checklist