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Kandungan disediakan oleh Impact Partnership and Kevin Bock. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Kevin Bock 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.
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Navigating National Debt: What It Means for You

16:12
 
Kongsi
 

Manage episode 449768393 series 3561344
Kandungan disediakan oleh Impact Partnership and Kevin Bock. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Kevin Bock 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.

Episode Takeaways:

  • The national debt is over $35 trillion, impacting future taxes.
  • Tax planning is essential for managing retirement savings.
  • Many Americans feel behind on their retirement goals due to financial pressures.
  • A comprehensive retirement plan should address debt management and savings strategies.
  • Year-end financial checklists can help optimize tax strategies.
  • Equity indexed annuities can provide protection against market volatility.
  • Understanding market trends is crucial for retirement planning.
  • Long-term care planning is often overlooked but essential for financial security.
  • Legacy planning should minimize taxes and legal fees for heirs.
  • Proactive financial planning can alleviate anxiety about retirement.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

See omnystudio.com/listener for privacy information.

  continue reading

176 episod

Artwork
iconKongsi
 
Manage episode 449768393 series 3561344
Kandungan disediakan oleh Impact Partnership and Kevin Bock. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Kevin Bock 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.

Episode Takeaways:

  • The national debt is over $35 trillion, impacting future taxes.
  • Tax planning is essential for managing retirement savings.
  • Many Americans feel behind on their retirement goals due to financial pressures.
  • A comprehensive retirement plan should address debt management and savings strategies.
  • Year-end financial checklists can help optimize tax strategies.
  • Equity indexed annuities can provide protection against market volatility.
  • Understanding market trends is crucial for retirement planning.
  • Long-term care planning is often overlooked but essential for financial security.
  • Legacy planning should minimize taxes and legal fees for heirs.
  • Proactive financial planning can alleviate anxiety about retirement.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

See omnystudio.com/listener for privacy information.

  continue reading

176 episod

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