Retirement Elevated Podcast with Sean Lee
Business:Investing
What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.
Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-78-end-of-the-year-financial-moves/
What we discuss:
1:06 - Is it too late to max out retirement contributions?
2:48 - Have you taken out your RMDs?
4:04 - Explore tax-loss harvesting possibilities.
5:30 - Are you giving to charity?
6:55 - Will purchases give you a tax credit?
7:49 - Is a Roth conversion right for you?
Irreversible Financial Decisions
Financial Mistakes Made During Divorce
Facing Financial Villains
Important Ages in Retirement
Portfolio Expectations
Financial Fill in the Blank
Financial Lessons from Homer Simpson
Easy Wins in Personal Finance (Part 2)
Easy Wins in Personal Finance (Part 1)
Dissecting Dave Ramsey’s Advice
Financial Advising Relationships: Local vs. Remote
Rounding Third: Sean’s New Book
Well I Heard…
Reasons Why People Don’t Visit With An Advisor
Busy, Busy, Lee: An Update on Elevated Retirement Group
Having Financial Hindsight
Easy Ways to Ruin Retirement
Financial Planning with Yogi Berra
The Biggest Retirement Challenge No One Talks About
What You Need To Know About Secure Act 2.0
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