Any key financial moves you should make before the end of the year? Find out on today’s podcast.
Read more and get additional financial resources here: https://wp.me/paIiUZ-hh
What we discuss on this show:
2:35 - Should we max out retirement contributions?
4:10 - What do you need to pay attention to with the CARES Act?
5:46 - What might the CARES Act or SECURE Act 2.0 look like?
7:34 - Have you explored the possibilities for tax loss harvesting?
9:08 - What kind of charitable contributions should you make?
10:43 - Are there any purchases that could give you a tax credit?
11:43 - Does it make sense to do a Roth conversion?
Hindsight Is 20/20
Stock Market Update: Pullbacks, Obsolete Strategies, and The Olympics
Don't Ruin Your Retirement
The Market Crash Survival Guide
Silver Linings
Actions Speak Louder Than Words
Common Portfolio Mistakes
Defense Mechanisms
Awkward Conversations
The Financial Puzzle
Staying On Course
The Desire To Retire
Retirement Variables And Constants
The Retirement Farm
All About The Benjamins
Defense Mechanisms
Silver Linings
Awkward Conversations
Retirement Variables And Constants
Flying Through Retirement
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