What are you doing for year-end planning? Have you met with your financial advisor yet to discuss these things?   Get additional information: <a href= "https://financialplanningva.com/podcast/end-of-the-year-planning/"> https://financialplanningva.com/podcast/end-of-the-year-planning/</a>   Today's show schedule:  0:12 - What can you be doing for end-of-the-year planning? 3:02 - Should you do a Roth conversion? 7:45 - What do CPAs think?

What are you doing for year-end planning? Have you met with your financial advisor yet to discuss these things? Get additional information: https://financialplanningva.com/podcast/end-of-the-year-planning/ Today's show schedule: 0:12 - What can you be doing for end-of-the-year planning? 3:02 - Should you do a Roth conversion? 7:45 - What do CPAs think?

What are you doing for year-end planning? Have you met with your financial advisor yet to discuss these things? &nbsp; Get additional information: <a href="https://financialplanningva.com/podcast/end-of-the-year-planning/" rel="noopener noreferrer"> https://financialplanningva.com/podcast/end-of-the-year-planning/</a> &nbsp; Today's show schedule:&nbsp; 0:12 - What can you be doing for end-of-the-year planning? 3:02 - Should you do a Roth conversion? 7:45 - What do CPAs think?

End of the Year Planning

Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.

Share End of the Year Planning

Sign up to save your podcasts

End of the Year Planning

End of the Year Planning

More shows like Retire With Integrity Podcast with Brian Bowen

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, Starting a Business

The Stacking Benjamins Show