As we close in on the final two months of the year, there’s a lot happening now and plenty to look ahead to for 2024. That’s what we want to spend some time on today by sharing some of the discussions we’re having in our office and some of the questions we’re answering from clients in this final quarter of the year. This includes open enrollment, world conflicts, and financing a new home.
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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