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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Should You Pay Off Mortgage or Buy Investment Property
Planning For Long-Term Care Event
What to Know About Legacy and Estate Planning
What to Know About the Latest COVID Stimulus Package
Year-End Financial Planning Tips
Investment Decisions Going into 2021
Listener Questions - Reverse Mortgages and Helping a Widowed Parent
Top Places to Retire and How They Affect You Financially
An Update on Maggie’s Health and What to Know About Medicare
Election Worries & Steps to Saving for Retirement
Update On CARES Act and 401k Fees
Let’s Talk About Retirement, Market Swings and Election Fears
Mortgage Expert Lindsey Johnson Discusses PMI and Future of Real Estate
A Chat With Walter Storholt of Third Wheel Media
Is It Worth Getting Out of An Annuity With High Fees?
Mortgage Rates and HSAs
What To Know About Becoming a Consultant
Mark Twain, Traditional IRA vs. Roth and Other FAQs
Listener Questions: Diversification, Retirement Savings & More
Be Aware of the Latest Frauds
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