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End of Year Financial Planning For 2023
Manage episode 382934948 series 3502935
المحتوى المقدم من Riverbank Riches. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Riverbank Riches 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.
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.
Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
Here’s some of what we discuss in this episode:
- What is Desmond most thankful for this year as we approach Thanksgiving?
- How to evaluate your investments and portfolio heading into the new year?
- Should you consider a Roth conversion?
- Assessing your spending and budget.
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700.
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