المحتوى المقدم من Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Q4 Check-up & Tax Moves
MP3•منزل الحلقة
Manage episode 346630059 series 2401634
المحتوى المقدم من Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
It's that time of year again ... the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Does your lifestyle spending match the goals you have in your plan or do your goals need to be modified to reflect reality? Are your investments well aligned to meet your spending goals or are you exposing yourself to unnecessary lifestyle risk? What tax moves should you make before the end of the year? And what moves should you plan for next year?
…
continue reading
Listen to Kevin and Tyler describe the process True Wealth goes through to make sure how these important details are handled to help you stay on your retirement track and pay no more than your fair share in tax.
Here's some of what you'll learn on this episode:
- Some background on the three core items we need to be checking as the year comes to a close. (2:19)
- The changes from the past year and the recent laws that impact what we're doing this year. (6:30)
- The income targeting we do and some examples of that. (11:33)
- How inflation and the cost of living adjustments factor into end-year planning. (13:50)
- Why you have to a proactive approach to your financial plan. (18:23)
144 حلقات
MP3•منزل الحلقة
Manage episode 346630059 series 2401634
المحتوى المقدم من Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
It's that time of year again ... the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Does your lifestyle spending match the goals you have in your plan or do your goals need to be modified to reflect reality? Are your investments well aligned to meet your spending goals or are you exposing yourself to unnecessary lifestyle risk? What tax moves should you make before the end of the year? And what moves should you plan for next year?
…
continue reading
Listen to Kevin and Tyler describe the process True Wealth goes through to make sure how these important details are handled to help you stay on your retirement track and pay no more than your fair share in tax.
Here's some of what you'll learn on this episode:
- Some background on the three core items we need to be checking as the year comes to a close. (2:19)
- The changes from the past year and the recent laws that impact what we're doing this year. (6:30)
- The income targeting we do and some examples of that. (11:33)
- How inflation and the cost of living adjustments factor into end-year planning. (13:50)
- Why you have to a proactive approach to your financial plan. (18:23)
144 حلقات
كل الحلقات
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