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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Episode #61: Things You Can't Control
Episode #60: Legal Documents You Need In Your Retirement Plan
Episode #59: Getting Started: A Financial Plan's First Steps
Episode #58: What Are You Going To Do In Retirement?
Mailbag: Office Buildings, Whole Life, Financial Empowerment
You Got What?
The Important Things You Should Know About 401k Rollovers
Fear Of Running Out Vs Spending It
Mailbag: IRA Losses, Unemployed Conversions, Severance, "Financial Guys"
Side Thought: Should You Pay Off A Mortgage With An IRA?
Helping Out With Parents
April: National Distracted Investor Awareness Month
Mailbag: Downsizing, Big vs. Small Companies, And Forced Budgeting
Mailbag: International Conflicts, College Loans, Lots of Little 401ks, And When To Finally Meet With An Advisor
His And Hers Retirement Planning
Storytime: Collaborating With Other Pros
Mailbag: Home As A Retirement Plan And Spousal Dispute Questions
Chocolate, Thunderstorms, Mortgages, And Target Date Funds
The Financial Lies We Tell Ourselves
Carrie's Question: What's Going To Happen To Tax Rates?
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