Episode 385: Steve and John discuss steps you can take now to make sure someone could successfully step in and manage your financial affairs if the unexpected happens. They will also give you some insight into international stock trends you may want to consider as you plan your portfolio.
Retirement Plans & Tax Deadlines
Crazy Markets & Tax Mistakes
Market Corrections & Social Media
Rising Rates & IRA Beneficiaries
Retirement Spending & Tax Benefits
Building Wealth & Financial Happiness
2022 Goals & Spending Problems
SMART Goals and Generosity
Car Buying & Estate Planning
Cutting Taxes & Crushing Roadblocks
Special Guest – CSRA Real Estate Update
The Labor Shortage & Charitable Giving
Early Retirement & Probate 101
Happiness & Peaceful Holidays
Costly Health Care & Retirement Planning
FOMO & Health Insurance
ABLE Accounts & Investment Schemes
Tax Breaks & Unpredictable Markets
Inflation Surge & Life Transitions
Sporting Events & Safe Deposit Boxes
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