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.

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Have a question for show host Ryan Ledden? Want to suggest a topic? Contact Ryan here or call 470-508-0508.

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