We're back to finish unpacking 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 touch on the often-overlooked emotional aspects of this pivotal life transition.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Is Diversification For Suckers?
Secure Act 2.0
Financial Forecaster
Financial Commandments
This One’s On The House
Long Term Care
The Truth About Longevity Risk
Financial Issues That Are Particularly Challenging For Women
4 Milestones That Say You’re Ready For Retirement
Lessons From Keyboard Warriors
Cracking Open The Financial Dictionary
Investing Like A Genius
Financial “Strategies” That Just Don’t Work
Financial Terms You Should Know During The Pandemic
Coronavirus Update - The Cares Act
Solid Financial Truths
Market Update (3/9/2020)
How To Set Financial & Retirement Goals
Basis Points
Where To Find Bias In Financial Media
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