4th Quarter Steps to Success

Tape Talk | Investing, Business, Wealth, and Your Money

English - September 16, 2019 15:40 - 38 minutes - 36.1 MB - ★★★★★ - 39 ratings
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Previous Episode: Moving Higher

Next Episode: Art of Rebalancing

On this week's episode of Tape Talk, Quint and Daniel discuss eight steps you can take in the months ahead to increase your odds of financial success as the year closes out.

Headlines

Hong Kong headlines have quieted down and Trump tweets arrows at the Fed this week. However, the market hasn't been stumbled by much as far as news goes this week. In fact, the market spent most of the week marching back towards highs like it was drawn by a siren's song.

8 Steps to Success Now
Rebalance

Review bond bunds

Tax manage your sells

Send your RMD to charity

Establish a SEP IRA, or another tax-saving account

Pay off your bad debt, then all debt

Check your diversification

Know your "Required Rate of Return"