Horizon Advisers Unleashed Podcast

Ryan and Andrew go over a checklist for 2022. Things you may want to consider moving into the new year. It is always good to take a step back and make sure you are organized and heading in the right direction.

 Alex and Ryan break down a list of 10 wishes that they find important for ending the year and starting a new one! They also touch on the growth of our different office locations in this next year.

Andrew, Ryan, and Alex discuss 2022. The year flew by but Horizon Advisers continued its growth. Listen in to see what happened.

 Ryan and Andrew discuss 4 recent questions they have received.

Alex, Andrew, and Ryan have a discussion about motivation and accountability. It is important to stay motivated in many parts of your life. Motivation is what creates the energy to get things done. Motivation can be a strong thing but without accountability it maybe all for nothing. We help people to stay motivated to hit their life’s goals and hold them accountable for what they want to achieve.

Ryan and Alex discuss an article they recently read about how to prepare for retirement near term. What should you be considering?

https://www.bankrate.com/retirement/planning-to-retire-soon-do-these-things-now/

Ryan, Alex, and Andrew discuss technology and how it can help families in retirement and the aging process.

https://www.kiplinger.com/personal-finance/shopping/home/603467/retirees-transform-your-house-using-smart-home-technology

Andrew, Alex, and Ryan discuss the new $3.5 Trillion infrastructure bill proposal and what it could mean for those affected.

https://www.forbes.com/sites/ashleaebeling/2021/09/13/income-estate--capital-gains-tax-hikes-full-text-of-house-budget-proposal/?sh=7cfd8db946a7

https://www.kiplinger.com/taxes/capital-gains-tax/602224/capital-gains-tax-rates-for-2021-vs-2020

https://www.nj.com/news/2010/07/george_steinbrenners_death_dur.html#:~:text=Born%20on%20the%20Fourth%20of,entire%20team%20of%20Alex%20Rodriguezes

Andrew and Ryan discuss the importance of working with a financial team where all professionals are communicating with each other.

Ryan, Alex, and Andrew discuss the four pillars of financial planning and dive into the importance of each one. The four pillars of financial planning are risk management, tax planning, estate planning, and investing.