Episode 452: Steve and Matthew suggest some year-end moves you can make to save on taxes in 2022 and beyond. They also explain how you can search for unclaimed money from family members who have passed away. It’s much easier than you think!
The Money Talk | AI Potential
Happiness Drain | Inherited IRAs
Trust Insights | Funding Sports
Cutting Taxes | Saying No
Wealth Transfer | Pre-Medicare Plans
Family Finances | College ROI
IRS Red Flags | Tax Withholding
Economic Optimism | Natural Disasters
Student Debt | Real Estate
Tax Breaks | Big Regrets
Health Insurance | Optimizing Savings
Empowering Kids | Money Mastery
Retirement Fears | LTC Insurance
FOMO Dilemma | Tax Forms
Audit Triggers | Home Buying
Life Principles | Early Benefits
Investing Illusions | Roth Strategies
Market Predictions | Tax Tips
Prosperity Barriers | 2024 Strategies
Overconfident Investing | Money Conversations
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