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?
Financial Stocking Stuffers
Client Personalities
Moving The Goalposts
Retirement: It Ain't What It Used To Be
End Of Year To-Do List
The Retirement Checklist
Stock Market Update: October Slump
Financial Therapy
Robo-Advisors
Score A Touchdown In Retirement
Unhealthy Financial Foods
Irreversible Decisions
The Financial Hurricane
Between Jobs
Retirement Planning: It Ain't What It Used To Be
Agree Or Disagree?
Don't Get In Your Own Way
Unhealthy Financial Foods
It's Anyone's Guess
Unanswerable Questions
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