In this video, Colin Exelby, CFP® explains the key retirement plan deadlines you need to know before the year ends! Whether you’re a business owner, have a SIMPLE or SEP IRA, or found yourself over-contributing to a Roth IRA in 2022, we’ve got you covered. Make sure your financial strategy is on track as we approach the new year!

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[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.

I provide financial planning for business owners and their families that makes sense.

Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.

We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy

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Do you watch Dave Ramsey, Robert Kiyosaki, Grant Cardone, Gary Vee, Graham Stephan, Meet Kevin, Ryan Scribner, Replace Your Mortgage, Project Life Mastery, Russel Brunson, Alex Becker, Tanner J Fox, Refusing to Settle, Dan Lok, Jeff Rose, Tai Lopez, Bigger Pockets, or Pat Flynn? Then you’ll love our channel! Be sure to subscribe and I’ll see you in the comments!

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