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?
Awkward Conversations
Retirement Variables And Constants
Flying Through Retirement
Financial Mythbusters
Planning For The Fourth Quarter
Financial Security
Unique Financial Challenges
Retirement: It's Harder Than It Looks
Conventional Wisdom And Your Portfolio
Facing Financial Reality
Organizing Your Financial Junk Drawer
Dangerous Mindsets
50 Shades Of Gray Area
The Big Distractions
A Client's Life For Me
Financial Debates
Hidden Costs of Retirement Planning
Myths Versus Truths
Fuzzy Math 101
Unique Challenges You'll Face In Retirement
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