Perfect Game Retirement

End of Year Financial Planning For 2023

Listen Later

Join us for a thoughtful episode where 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:

  • An update on Ryan’s CFP test.
  • The importance of rebalancing your portfolio and managing investing risk.
  • The tax strategies to consider that could save you money next April.
  • Why we need to look at budget, income, Social Security and other areas that determine financial health.
  • Tax considerations with gifting but the other considerations to make for giving to heirs or charities.

    •  

    Visit us online: https://blackoakam.com/

    Get in touch with the Black Oak team: https://blackoakam.com/contact-us/

    Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI

    ...more
    View all episodesView all episodes
    Download on the App Store
    Perfect Game RetirementBy Ryan Ledden
    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    13 ratings

    More shows like Perfect Game Retirement

    View all
    Afford Anything by Paula Pant | Cumulus Podcast Network

    Afford Anything

    3,579 Listeners