In this episode, Dave Zaegel emphasizes the importance of taking action in 2024. He discusses how financial planning often involves motivating clients to take necessary steps, such as estate planning and tax projections. He specifically highlights the importance of taking action in retirement planning and announces an opening for new clients.    *This episode is sponsored by CWOs for Hire*   Takeaways Taking action is crucial in financial planning and can lead to positive outcomes. New Year's resolutions can be a great opportunity to take action and improve one's life. Taking action in retirement planning is essential for a secure future. CWOs for Hire is currently accepting new clients for a limited time Chapters