Horizon Advisers Unleashed Podcast
As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business professionals. We hope you learn from their insight, stories, and experiences.Financial Advisor offering securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity Tax services are provided by Horizon Advisers. Cetera Wealth Services LLC does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Wealth Services LLC does not provide tax nor accounting services. 50 W Big Beaver Road, Troy, MI 48084
Horizon Advisers Unleashed Podcast
#134 - Year End Planning 2023
Ryan and Andrew have a conversation about what to be thinking about going into the end of the year. The year is flying by, and it is a good time to pause and make sure you are going to hit your goals for the year. Whether they were personal goals or financial goals you still have time to impact them. They discuss a list of items you may want to look at.
