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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Stress And Retirement
Why Your Excuses For Questionable Decisions Don't Hold Water
Storytime: Wow, You're Old Now
Mailbag: Age Gaps, Rental Property, Too Conservative
Common 401k Questions
Financial Santa Claus
Mailbag: Early Medicare, Tightwads, New Cars & Divorce At Retirement
Financially Savvy Grandparenting: Part 2
Financially Savvy Grandparenting: Part 1
Story Time: In The Nick Of Time
Mailbag: Nursing Homes, Roths, and Hating Advisors
Retirement's New Paradigm
Mailbag: LTC, LSPs, Metals
Quiz Your Advisor
Reaping Rewards For Financial Sacrifice
Mailbag
The Un-Asked Financial Questions
Required Minimum Distributions
Are You Ready For Retirement?
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