Join us for a thoughtful episode where 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.
Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition. Plus, this episode’s Kingdom Minute includes a bonus planning item to tie everything together.
Here’s some of what we discuss in this episode:
Get in touch with Chessman Wealth: https://www.chessmanwealth.com/
The opinions voiced in The Money Knight podcast with Wade Chessman of Chessman Wealth Strategies are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.
Investment advisory services offered through CWM, LLC, an Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Are You Reviewing Your Estate Plan?
Utilizing a Backdoor Roth IRA
How One Overlooked Issue Can Sink Your Retirement
Retirement Planning Is Different For Women: Here’s Why
Utilizing QCDs for Your IRA Withdrawal Strategy
Are Safe Investments Providing Big Enough Returns?
How Christians Can Reduce Taxes & Make Smart Choices with Their Money
Why a Health Savings Account Can Be a Powerful Tool
Different Ways to Give Beyond Cash
Do You Need Umbrella Insurance?
Retirement Planning for High-Net-Worth Individuals
Understanding Sequence of Returns Risk
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
7 Financial Strategies for Single Women
The 5 Money Temptations to Flee From
Building An Estate Plan With No Regrets
Bad Money Habits Could Spoil Your Retirement Party
Rethinking Longevity in Retirement Planning
10 Biggest Money Mistakes In Retirement Planning
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast