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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In the News: Big Box Retail, Bonuses, And Robots
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
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