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?
Different Ways You Might Respond To A Down Market
Understanding The 4 Percent Rule
Vacation Planning And Retirement
Lessons From Fly Fishing
Financial Planning and Future Generations
A Curious Email Teaches Us About Dividend-Paying Stocks
Unlikely Wisdom When It Comes to Your Finances
How to Manage the Stress of Retirement
Five Things That Could Ruin Your Retirement Savings
Lazy Money
Questions You Should Be Asking Part 02
Questions You Should Be Asking Part 01
Financial Therapy
Retirement: It Ain't What It Used To Be
Common Complaints About Finances
Bouncing Back
New Year's Resolutions
Stock Market Update: Holiday Hijinx
Common Money Mistakes
Financial Stocking Stuffers
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