Setting Your 2026 Financial Plan: A New Years Check In
Plan. Protect. Invest. — A Sgroi Lawley Podcast por Sgroi Lawley Group, LLC
T1 · E2
30 ene 2026
36:05
Notas del episodio
Welcome to our second podcast episode. Today, we take a look at what to review as you set your 2026 financial plan. The conversation focuses on key areas to consider at the start of the year and how small check-ins can help keep your goals on track. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.
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financial advisor
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2026
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