Yesterday morning I joined San Antonio Live on ABC to talk about some things you can do to get your year end financial planning in order. I also put together a FREE white paper that you can get from me!

It’s a simple checklist that covers only those areas that need attention at year end – taxes, retirement savings, investments, insurance, and medical. It might take you five minutes, tops

Watch the video below and then email me at and I will send the checklist your way!