About this episode
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
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