Watch Now:
Looking Back, Looking Ahead: What's Next For 2023
Time Stamps:
- 00:00-01:15 - Intros and overview
- 01:16-09:14 - Year 2022 in review
- 09:15-19:49 - Financial planning tips
- 19:50-29:59 - Investment update
What you will learn:
Join us for a conversation reviewing the 2022 investment landscape, sharing our team and company highlights, and advising on financial planning action steps for 2023.
We'll discuss:
-
The 2022 financial and investment landscape
-
2022 Burney Wealth Management team and company updates
- Financial and investment action steps for 2023
If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.
Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

Market Volatility, the Truth About Stock Picking & Retirement Spending | Ep 18
Watch or listen to the episode below:

Government Shutdowns, 401(k) Catch-Up Changes, and When Trusts Actually Make Sense | Ep 17
Watch or listen to the episode below:

The Psychology of Investing: Why We Make Bad Money Decisions | Ep 16
Watch or listen to the episode below:

Cash on the Sidelines Myth and Tax-Efficient ETF Conversions | Ep 15
Watch or listen to the episode below:

Over-Optimization Fatigue and Why the Buffett Indicator Might Be Wrong | Ep 13
Watch or listen to the episode below: