Gå offline med appen Player FM !
Year End Retirement Strategies
Manage episode 443575571 series 2965563
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.
Reach Fred at 800-593-8188.
Money Matters USA-additional website-www.wealthensure.com
See omnystudio.com/listener for privacy information.
101 episoder
Manage episode 443575571 series 2965563
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.
Reach Fred at 800-593-8188.
Money Matters USA-additional website-www.wealthensure.com
See omnystudio.com/listener for privacy information.
101 episoder
كل الحلقات
×Välkommen till Player FM
Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.