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3 Super-Easy (and Important!) Year-End Planning Tips

3 Super-Easy (and Important!) Year-End Planning Tips

FromStay Wealthy Retirement Podcast


3 Super-Easy (and Important!) Year-End Planning Tips

FromStay Wealthy Retirement Podcast

ratings:
Length:
17 minutes
Released:
Dec 18, 2018
Format:
Podcast episode

Description

In this episode, I share: Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contribute the maximum to your retirement accounts." A Tweet from Jim O'Shaughnessy that approaches the recent market volatility in a thoughtful and unique way. A BIG THANK you from us and where we are headed next. If you have any more questions, please contact us at podcast@staywealthsandiego.com Thanks for Listening Be sure to subscribe on iTunes, Stitcher, Spotify, Android, or wherever you get your podcasts.  And feel free to drop us a line at podcast@staywealthsandiego.com DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.
Released:
Dec 18, 2018
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.