The end of the year is weeks away and we'll be closing the door on an awful year, but it's not over yet. People are creatures of habit and have a tendency to wait until the last minute for just about everything. Investment accounts and tax considerations are no different. This time of year is notorious for people rushing to get started on a 401(k)'s, SIMPLE IRA's, IRA contributions, RMD's, HSA contributions and any other strategy that can make a big difference in your tax planning and retirement goals. 

Jason and Constantine discuss market trends and  parts of the market that have left portfolio's maimed. Good ole balanced, 60/40 portfolio's that were touted as standing the test of time have reported losses nearing 20% for the year. Ouch! Working with our clients and maintaining a sharp focus on goals based planning have kept our clients on track as they work towards their goals.   

Tune in and subscribe to hear this and more! #goals #invest #grow #protect #stocks #bonds #alternatives #crypto #rmd #ira #401k #hsa #rothira #retirementplan #smallbusiness #selfemployed

Host: Constantine J Kitrinos, CPFA  

Co-Host: Jason T Georgiev 

Website: www.monarchwealthmanagement.com  

Credit below for music used in commercials intros/outros etc.

Intro

Welcome to the Show by Kevin MacLeod

Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show

License: https://filmmusic.io/standard-license

Commercials

Grand Dark Waltz Allegretto by Kevin MacLeod

Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto

License: https://filmmusic.io/standard-license

Valse Gymnopedie by Kevin MacLeod

Link: https://filmmusic.io/song/7928-valse-gymnopedie

License: https://filmmusic.io/standard-license

Disclosure

On Hold For You by Kevin MacLeod

Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you

License: https://filmmusic.io/standard-license