It’s Sunday, which means...It’s time for the recap. I’m tying everything together and sharing the most important takeaway from this week’s theme: 

A Week of Giveaways! 

In case you missed any episodes, here’s all the free tools I offered this week: 

• Asset Allocation Cheat Sheet
• Portfolio Stress Test
• Retirement Success Forecaster
• Investment Portfolio Analysis
• Social Security Optimizer

Here’s the bottom line: Planning for retirement means you’ll be making several important decision that will impact you and your finances for the next 20-30 years. Many of those decisions are irreversible, which means that arming yourself with information about what’s best for you will be essential and help set you up for a successful retirement. 

Tomorrow, come on back, because we’re starting a brand new theme: Get Ready For Tax Hikes! How To Plan Now. I’ll talk about some of the current proposals and tax law changes that are likely to be enacted into law as part of the Build Back Better Act, the $3.5 trillion spending bill that will require tax hikes to pay for.

I’ll talk about which changes will likely impact you and how you can take action now to take advantage of the current tax laws before these changes go into effect. 

Thank you so much for listening this week! Please leave a review on Amazon, Apple Podcasts or wherever you listen to podcasts. I really appreciate your feedback, and reviews also help new people discover the show.  

My name is Ashley Micciche and I hope you have a blessed Sunday.

----------

>>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP

>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs

>>> Visit the podcast page: https://truenorthra.com/podcast/ 

----------

Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance