End of Year Financial Planning For 2023
Phil's Tax Hacks
English - November 02, 2023 09:00 - 27 minutes - 37.7 MB - ★★★★★ - 4 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Money Mistake You’ll Regret And How To Avoid Them
Next Episode: How To Successfully Climb The Retirement Mountain
As the year winds down, it's crucial to ensure your financial house is in order. Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Here’s some of what we discuss in this episode:
1:44 – General planning + investment strategies
5:20 – Tax-loss harvesting & RMDs
9:21 – Insurance and health care planning
11:37 – Income and lifestyle
15:41 – Real estate and relocation
18:32 – Fraud and cybersecurity
19:41 – Generational wealth considerations
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts