))
End of Year Financial Planning For 2023
Manage episode 388151732 series 3402746
Kandungan disediakan oleh J’Neanne Theus. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh J’Neanne Theus atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Join us as 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:
0:00 – Intro
2:59 – General planning and investing strategies
5:12 – Tax Planning
8:00 – Health insurance
11:56 – Income and lifestyle
17:13 – Real estate assets
20:08 – Technology and cybersecurity
23:29 – Generational wealth considerations
Connect with us: https://theuswealthadvisors.com/
Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/
Schedule your analysis: https://theuswealthadvisors.com/schedule/
Want to learn more about financial planning? Subscribe to our YouTube channel and you won't miss a video ➟ https://bit.ly/3XKgOxu
111 episod
Kongsi
