Any key financial moves you should make before the end of the year? Find out on today’s podcast.
Read more and get additional financial resources here: https://wp.me/paIiUZ-hh
What we discuss on this show:
2:35 - Should we max out retirement contributions?
4:10 - What do you need to pay attention to with the CARES Act?
5:46 - What might the CARES Act or SECURE Act 2.0 look like?
7:34 - Have you explored the possibilities for tax loss harvesting?
9:08 - What kind of charitable contributions should you make?
10:43 - Are there any purchases that could give you a tax credit?
11:43 - Does it make sense to do a Roth conversion?
Fill In The Blanks
What Is A Fiduciary?
Better Late Than Never
Unreasonable Requests
The Retirement Pyramid
Unique Challenges In Retirement
Mind The Gap
Just What The Doctor Ordered
The Right Fit For You
Music Lessons
Not Your Parents' Retirement
Mother Knows Best
Financial Codebreaking
The Market Crash Hall Of Fame
Flirting With Disaster
Nathan's Take On Taxes
Music Lessons
Your Financial Philosophy
Risks And Statistics
The Market Crash Hall Of Fame
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