Year End Planning Ideas

FromCheck Your Balances

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Year End Planning Ideas

FromCheck Your Balances

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Length:

29 minutes

Released:

Dec 14, 2022

Format:

Podcast episode

Description

As 2022 comes to a close, Ross and Dan kick around planning ideas you may want to consider before we kick off 2023. Should you be thinking about tax loss harvesting or tax gain harvesting? The answers lie ahead in this weeks episode.Send your questions for our January mailbag episode to checkyourbalances@outlook.com to have them featured on the show!

Released:

Dec 14, 2022

Format:

Podcast episode

Titles in the series (100)

Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.

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Episode 21: 10 Concepts to Make You a Better Investor by Check Your Balances
29 min listen
Episode 15: Jordan Josephs, Celebrity Business Manager by Check Your Balances
49 min listen
Episode 16: What are you excited for in retirement? by Check Your Balances
25 min listen
Episode 7: Managing the Downside by Check Your Balances
29 min listen
Episode 1: An Interview with Morgan Housel by Check Your Balances
37 min listen
Episode 3: Kids and Investing by Check Your Balances
32 min listen
Episode 19: Active vs Passive Investing by Check Your Balances
26 min listen
Episode 20: Health and Wealth with Dr. Michelle Fritsch by Check Your Balances
26 min listen
Episode 6: Roth, Social Security, and Tax Smoothing by Check Your Balances
21 min listen
Episode 10: Together We Bake & Helpful Tips by Check Your Balances
30 min listen
Episode 14: Scott Lloyd Talks Taylor Swift by Check Your Balances
31 min listen
Episode 4: An Interview with Chef Jonathan Krinn by Check Your Balances
27 min listen
Self-Directed IRAs: An Interview with Mat Sorensen by Check Your Balances
25 min listen
Episode 5: 10 Takeaways from Warren Buffet's 2021 Letter to Shareholders by Check Your Balances
23 min listen
Episode 13: The Side Hustle by Check Your Balances
26 min listen
Rent, Buy, and PMI by Check Your Balances
22 min listen
Episode 18: Could annuities improve your investing? by Check Your Balances
25 min listen
Episode 30: Talking Banking with Dr. Terri Friedline by Check Your Balances
37 min listen
Episode 8: Decoding Acronyms by Check Your Balances
33 min listen
Episode 2: Myths About Retirement Finances by Check Your Balances
24 min listen
Dealing with Job Loss by Check Your Balances
29 min listen
Episode 9: Crooked Crab Brewing by Check Your Balances
42 min listen
Small-Cap and International Investing: A Discussion with Bill Mann by Check Your Balances
35 min listen
Episode 12: Target Date Funds & $100(ish) Million Deli by Check Your Balances
24 min listen
Episode 11: Talking Credit Cards with Sara Rathner from Nerd Wallet by Check Your Balances
38 min listen
Coast FI(RE) and Lifestyle Drift by Check Your Balances
22 min listen
The name's Bond...I Bond. by Check Your Balances
26 min listen
Episode 24: Talking Budgets with Kimberly Palmer by Check Your Balances
22 min listen
Episode 23: All Things Insurance by Check Your Balances
39 min listen
Happy Halloween: Financial Planning Horror Stories by Check Your Balances
26 min listen

More Episodes from Check Your Balances

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May Mailbag: Credit, Share Count, and Rollovers by Check Your Balances
31 min listen
Paycheck to Paycheck by Check Your Balances
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Public Access to Private Companies by Check Your Balances
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Finance 101 by Check Your Balances
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Valuation with Ryan Hutchins by Check Your Balances
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Broker Bonuses by Check Your Balances
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Do you feel rich? by Check Your Balances
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Real Estate Update with Adrienne Messeca by Check Your Balances
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March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility by Check Your Balances
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Financial Shame by Check Your Balances
25 min listen
Is that legal? by Check Your Balances
24 min listen
The Lindy Effect by Check Your Balances
25 min listen
Just Add Leverage? by Check Your Balances
26 min listen
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans by Check Your Balances
27 min listen
How Many Bank Accounts? by Check Your Balances
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Magically Change the Tax Code by Check Your Balances
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Billionaire Ideas: Should you ever own a bond? by Check Your Balances
21 min listen
January Mailbag: Backdoor Roth, I-Bonds, and... dogs? by Check Your Balances
34 min listen
An Interview with Adam Nash: CEO and Co-Founder of Daffy by Check Your Balances
33 min listen
An Interview with JL Collins by Check Your Balances
29 min listen
2023 In Review by Check Your Balances
30 min listen
Moore vs United States with Taxgirl by Check Your Balances
27 min listen
Shark Tank by Check Your Balances
30 min listen
December Mailbag: Securities Lending, Non-controlling Interest, and Gold! by Check Your Balances
26 min listen
Remembering Charlie by Check Your Balances
22 min listen
Living Abroad with Stewart Patton by Check Your Balances
38 min listen
Thanksgiving with Chris Hill by Check Your Balances
30 min listen
The Cockroach Portfolio by Check Your Balances
29 min listen
November Mailbag: Time Value of Money, Home Gains Exclusion, and More! by Check Your Balances
28 min listen
Spooky Season: But, Don't Worry! by Check Your Balances
30 min listen

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Year End Planning Ideas

Year End Planning Ideas

Description

Titles in the series (100)

More Episodes from Check Your Balances

Related podcast episodes