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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Email - info@smartmoneyquestions.com
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Episode #81: Matt's Planning Process Part 02
Episode #80: Matt's Planning Process Part 01
Episode # 79: Mailbag - Self-Directed IRAs & The Landlord Game
Episode #78: Maggie's Story
Episode #77: If Only I'd Met You Sooner!
Episode #76: How The New Tax Code Affects Me
Episode #75: Early Retirement Complications
Episode #74: Letter From The IRS
Episode #73: More Than Just Investments
Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards
Episode #71: Sales Pitch Versus Planning
Episode #70: The Retirement Process Is Uncomfortable
Episode #69: Mailbag - Emergency Funds, Market Crashes, And Retirement Planning
Episode #68: Avoid Costly Mistakes In Estate Planning
Episode #67: What Financial Demographics Can Tell Us
Episode #66: What To Do With Required Minimum Distributions
Episode #65: Walter Buys A House
Episode #64: Health Insurance Options Before Medicare
Episode #63: Making Bad Financial Assumptions
Episode #62: Side Thought. Tax Reform With Rich Swavely
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