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End of Year Financial Planning For 2023
Manage episode 381751705 series 2510975
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
251 حلقات
Manage episode 381751705 series 2510975
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
251 حلقات
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