Mike Check 1,2,1,2
Mike Check 1,2,1,2
Michael Dutra
2023 Health & Wealth Wrap-up
4 minutes Posted Dec 19, 2023 at 5:43 pm.
Overview of video
Your will
Your life insurance
Your health
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How did 2023 go?
Did you accomplish your health & wealth goals?
Did you get halfway through some?
Did you push some off for 2024?
Here's a breakdown of some of the most common goals I talked about with my friends, family, and clients.
Spotify: https://open.spotify.com/show/624XIhnIuWtQ2iyRhrnO9o
Apple Podcasts: https://podcasts.apple.com/us/podcast/mike-check-1-2-1-2/id1608028798
Anchor: https://anchor.fm/michael-dutra
www.michaeldutra.ca
https://www.linkedin.com/in/michaeldutra
#health #healthy #kids #children #family #taxes #lifeinsurance #business #businessowner #corporation #taxes #insurance #estateplanning #wealth #finance #family
Disclaimer: These videos discuss strategies, concepts, illustrations & more. Personal details need to be obtained and a thorough review of all concepts before implementing any of them. Please consult the appropriate professional(s) including but not limited to insurance, tax and estate planning before making any final decisions. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before implementing any transaction. Financial Underwriting may be required for this strategy.