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:
Want to contact us?
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Email - info@smartmoneyquestions.com
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Adam Quiney On Your Relationship With Money
SECURE Act & Gifting vs. Inheriting
Roth IRA Follow Up And Inheriting Something I Don't Want
Roth IRA Contribution Limits And Other Questions
Estate Planning Essentials: Beneficiary Forms And Legal Documents
What's The Value Of An Advisor?
Julie's Story - A Client's Perspective
Mailbag: Savings, Roth or Traditional IRA, College Planning
Episode #93: Harlan Accola - Behind The Curtain of Reverse Mortgages
Episode #92: What The Rich DON'T Do With Their Money
Episode #91: Mailbag - Social Security, Inherited Stocks, Market Recessions
Episode #90: Relocating In Retirement
Episode #89 Understanding Risk Tolerance
Episode #88: Market Volatility & Risk
Episode #87: Mailbag - Paying Off Your House
Episode #86: Attitude Of Gratitude
Episode #85: Headlines Featuring Scams And Market Crashes
Episode 84: Paradigm Shift
Episode #83: Advising Is Problem-Solving
Episode #82: Soda Taxes And Fire
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