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Don’t delay the mid-year check-in with your advisor
Steven Sabo of Executive Financial Group talks about the MLB trade deadline (and his beleaguered Pittsburgh Pirates) and relates that to people checking in with their advisors mid-year. Steven discusses why Q2 and Q3 conversations are crucial for tax planning purposes, so people can start planning when to take RMDs, make QCDs, or even prepare for certain tax bills. And Steven walks through the process of what a first call for a complimentary review is like and the different things people can learn.
Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
YouTube
See omnystudio.com/listener for privacy information.
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By Steven SaboSteven Sabo of Executive Financial Group talks about the MLB trade deadline (and his beleaguered Pittsburgh Pirates) and relates that to people checking in with their advisors mid-year. Steven discusses why Q2 and Q3 conversations are crucial for tax planning purposes, so people can start planning when to take RMDs, make QCDs, or even prepare for certain tax bills. And Steven walks through the process of what a first call for a complimentary review is like and the different things people can learn.
Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
YouTube
See omnystudio.com/listener for privacy information.