Everyone wants to know. What is going to happen in 2024? Join us as we explore a range of topics, from the outlook of the economy, a potential tax surprise for a lot of people, and some new provisions that will take effect this year.
We’ll give you a high-level look at what we’re paying attention to and what we’re discussing with our clients as the year begins. There’s plenty to address within your financial plan and this episode will cover a number of those things.
Here’s some of what we discuss in this episode:
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What Tax Changes Are Coming in 2023?
All About Medicare with Tom Anderson
Social Security COLA and Timing
Money Marketing Headlines
Funding Retirement Accounts with Commissions & Where Else To Invest
Difference Between W2 and 1099 Workers in Retirement
Client Money Questions - 401ks, Risk and Rate of Return
Mid-Year Financial Review Checklist
What Opportunities Are Available When Markets Are Down?
Target-Date Funds and Leasing vs. Buying A Car
Retirement Statistics: How Do You Measure Up?
Should You Pay Off Debt With a 401k Loan?
Spending More Money in Retirement Than You Make
Answering Your Life Insurance and Business Questions
Murky Areas of Retirement Planning
How to Prepare Financially for a Child
How to Prepare Financially for Divorce
Listener Questions - How to Help Mom, Retiring Early, and More
2022 Tax Season and Behavioral Finance
How to Avoid New Identity Theft Tactics
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