Five Key Financial Steps to Take After January 1st with Scott Sturgeon | Scott Sturgeon, Founder, Oread Wealth Partners. 00:10:00
Scott Sturgeon, Founder and Senior Wealth Advisor at Oread Wealth Partners, as he outlines five essential financial actions to consider after the new year. From setting clear financial goals and reviewing your net worth to making a tax plan, contributing to retirement accounts, and focusing on non-financial priorities, Scott provides actionable advice to start the year off right.
