Worried about your financial health as we head into 2025? Now’s the perfect time to review your plans and make last-minute adjustments so you can end 2024 strong and start 2025 out on the right foot.
You can watch this video and others on the Voice Wealth Management YouTube channel.
Transcript:
Hey everyone. Russ Rivera, founder and president of Voice Wealth Management, and welcome back to Sidewalk Talk. We're on 57th Street here on a really nice October day, and of course it made me think about the end of the year is coming and I don't want you to start losing sleep about anything, making sure your're financially healthy as we head into the end of 24 and starting in 2025 and it's not too early. As a matter of fact, this is the right time to start thinking about that.
A lot of my clients actually, I have them do consultations with their tax advisor this time of year so they can make sure that they can make any last minute changes they need to. And of course, I can help do the same thing with investment plans, retirement plans, whatever it is you need to do in order to make sure that your 2024 and 2025 and that transition goes well. So you can certainly, instead of losing sleep about your financial health and what should I do and what shouldn't I do, you can give us a call and we'll be happy to help you do a deep dive into your current financial situation so you can feel financially healthy going into next year as well as the end of this one.
So don't let the financial uncertainty keep you up at night. Give us a call, set that appointment and we'll be able to help you end 2024 well, and start 2025 off on the right foot.
This is Russell Rivera, founder and president of Voice Wealth Management. Thanks for joining us on this month's Sidewalk Talk.
Russell D. Rivera, CFA, CFP®, is the Founder and President of Voice Wealth Management, an independent financial services firm serving professionals, entrepreneurs, and families in New York City and beyond. Focusing on helping clients make informed decisions about saving, investing, and financial planning, Russell is committed to providing a customized approach that reflects each client’s unique priorities and experiences.