What Matters Most - Year End Planning with Kolby Abruzzino
What Matters Most - Year End Planning with Kolby Abruzzino

What Matters Most - Year End Planning with Kolby Abruzzino

Yaa Bitha

29 min
Kids
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Description

<p>In today&apos;s episode of &apos;What Matters Most&apos;, we engage in a timely discussion on Year-End Planning with our guest, Kolby Abruzzino, a Certified Financial Planner and Wealth Advisor at First United&apos;s wealth management department. Together, we explore the importance of strategic financial planning as the year comes to a close, with insights on everything from cash flow management to estate planning. Whether you&apos;re concerned about upcoming lump-sum needs like vacations or repairs, or you&apos;re thinking ahead to retirement distributions, this episode offers a comprehensive roadmap for wrapping up your financial year effectively. We also tackle the critical subjects of insurance coverage assessments and emergency funds to ensure you are well-prepared for whatever the future holds. Join us for this essential episode as we provide you the tools you need to not just navigate year-end planning, but to excel in it.</p>

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