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End of Year Financial Planning For 2023
Manage episode 388151732 series 3402746
J’Neanne Theus에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J’Neanne Theus 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Join us as we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:59 – General planning and investing strategies
5:12 – Tax Planning
8:00 – Health insurance
11:56 – Income and lifestyle
17:13 – Real estate assets
20:08 – Technology and cybersecurity
23:29 – Generational wealth considerations
Connect with us: https://theuswealthadvisors.com/
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Schedule your analysis: https://theuswealthadvisors.com/schedule/
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