About this episode

The episode discusses essential steps for reviewing and optimizing financial strategies for the new year.

In this episode, guest host and CIO, Dominic Ceci, SVP Private Client Banking, Luke Kasten and SVP Portfolio Manager, Eric Bernal discuss the essential steps for reviewing and optimizing your financial strategies as a new year begins. They cover how to assess your finances, manage cash flow and debt, maximize retirement contributions, tax planning and ensure you have adequate insurance coverage. This episode emphasizes the importance of an intentional financial plan to align with your persona...

People in this episode

Guests: Dominic Ceci, Luke Kasten, Eric Bernal

Topics covered

• financial planning
• cash flow management
• debt management
• retirement contributions
• tax planning
• insurance coverage

Keywords

• financial strategies
• cash flow
• debt
• retirement
• tax planning
• insurance

Mentioned in this episode

Organizations: Johnson Financial Group

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