In This Episode:
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:
- An update on Ryan’s CFP test.
- The importance of rebalancing your portfolio and managing investing risk.
- The tax strategies to consider that could save you money next April.
- Why we need to look at budget, income, Social Security and other areas that determine financial health.
- Tax considerations with gifting but the other considerations to make for giving to heirs or charities.
Make sure you check out our YouTube channel to get more financial education: https://bit.ly/45kJlwI
