Wade and Alex discuss with Rob Cordeau, CFP®, RICP®, CHFC®, the most frequently dealt with year-end planning topics that he discusses with clients. As we near the end of year, there are various deadlines that should be addressed to help maximize your investment and planning experience. In addition, as you get a better sense of your income and tax brackets, we review a few wins that you should consider taking advantage of and a few “potholes” that you want to avoid. These items are well within your control and make a meaningful difference to your retirement income potential. Listen now to learn more! 
 
Links 
To speak with the team at McLean Asset Management, please visit https://www.mcleanam.com/review/
Registration is open for the Retirement Income Challenge hosted by the team at Retirement Researcher! Join us December 4th-7th for this FREE 4-Day event by visiting: https://risaprofile.com/podcast 
 
 
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"