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2017 Year End Finals

Hosted by: Laura Hawley Special guest: Holland Henderson

December 13, 2017

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Holland Henderson – Financial Advisor at Allen & Company

Guest
Dr. Vanessa Prowler – Breast Surgeon Oncologist at Lakeland Regional Health

In this episode, we discuss year-end planning, tips to make it easier to get organized financially, offer some reminders on important tax deadlines and tax issues you should be thinking about, gifts that keep on giving such as IRA’s, developing a holistic financial plan, creative holiday gifts, and much more. We also welcome special guest, Dr. Vanessa Prowler, Breast Surgeon Oncologist at Lakeland Regional Health to discuss breast cancer in Medical Moment.

In this episode we cover:

  • Economic Compass (1:44)
  • The impact interest rates have on the US economy (3:08)
  • Year-end financial checklist (7:31)
  • Determining how to use your last paycheck of the year (11:04)
  • Holiday budget mistakes (14:32)
  • Creative gifts within budget during the holiday season (16:42)
  • Imitative and unique Christmas gifts (22:58)
  • Medical Moment with special guest, Dr. Vanessa Prowler, Breast Surgeon Oncologist at Lakeland Regional Health discusses breast cancer awareness (31:30)

Links From the Show:

Books Mentioned in this Show:

  • A Land Remembered by Patrick D. Smith Read More
  • Little Book of Common Sense of Investing by Craig Pittman Read More
  • Oh-Florida by Craig Pittman Read More
  • Winning the Losers Game: Timeless Strategies of Successful Investing by Charles D. Ellis Read More
  • Random Walk Down Wall Street by Burton G. Malkiel Read More

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Dr. Vanessa Prowler – Breast Surgeon Oncologist at Lakeland Regional Health
Lakeland Regional Health – Dr. Vanessa Prowler
LinkedIn – Dr. Vanessa Prowler

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