Welcome back to Financial Revelations

It's almost 2024 so David wants to go over some end of the year suggestions and possible New Year Resolutions!

Let's start with some end of year suggestions:

• Harvesting tax loss
• Fund your Retirement accounts
• Qualified Charitable Distributions if you are in RMD status (over age 72 1/2)
• Review and update your budget
• Develop a planned giving strategy

Now let's talk New Year Resolutions:

• Start moving! Exercise and be an encouragement to those who are trying
• Give to a charity
• Do something to improve your lot
• Start a budget
• Read a non fiction book to improve yourself (see book club list below)
• Sleep in a hammock in Brazil (shameless plug)
• Help a family at church during the holidays
• Provide an extra gift to a pastor
• Volunteer to teach a class at church

David's Book Club suggestions:

• A Moral Case for Fossil Fuels by Alex Epstein
• Freakonomics by Steven Levitt & Stephen Dubner
• Basic Economics by Thomas Sowell
• Never Split the Difference by Chris Voss
• The Virtues of Capitalism by Austin Hill & Scott Rae
• The Accidental Super Power by Peter Zeihan

As always you can listen to David every Thursday on WCRF Cleveland 103.3 from 8AM - 9AM or on the Moody Radio app.

Email your questions to [email protected]

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