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End of Year Financial Planning For 2023
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Sisällön tarjoaa Ryan Ledden. Ryan Ledden tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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:
- 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.
Visit us online: https://blackoakam.com/
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
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