End of Year Financial Planning For 2023

As the year winds down, it's crucial to ensure your financial house is in order. 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:

• 1:44 – General planning + investment strategies
• 5:20 – Tax-loss harvesting & RMDs
• 9:21 – Insurance and health care planning
• 11:37 – Income and lifestyle
• 15:41 – Real estate and relocation
• 18:32 – Fraud and cybersecurity
• 19:41 – Generational wealth considerations

 

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts