Join us for a thoughtful episode on end of year financial planning for 2023. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Listen in as we discuss essential topics like managing RMDs, exploring tax-saving opportunities, and more. We'll also chat about 2 Centrus guides designed to help you plan for a prosperous new year!
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Roth Accounts and Tax Buckets
Effects Of The Tax Reform & Email Questions
The Tax Train
The 5 Most Common “Pain Points” In Your Financial Life
The Roth Guy
Episode #14: Financial Overhaul
Episode #13: Little Missed Details
Episode #12: 50 Shades Of Gray Area
Episode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book Suggestions
Episode #10: Risk Tolerance
Episode #9: What It's Like To Be A Client
Episode #8: Mailbag
Episode #7: You've Lost That Financial Feeling
Episode #6: Settle the Debate
Episode #5: The Complications Of An Early Retirement
Episode #4: Retirement Planning: More Than Just Investments
Episode #3: Unique Financial Planning Challenges
Episode #2: Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have
Episode #1: Things You Can’t Control (And Things You Can)
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