Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Our End-of-Year Financial Planning & Investing To-Do List for the Remainder of 2021


Listen Later

Christmas music is on the radio, which means we're somewhere between Halloween and New Year’s Eve. But before we get to the end of the year and start thinking about some New Year's resolutions, there's still some time left to make sure your 2021 to-do items are checked off, and that includes your financial to-do list.

After a long absence on the podcast – somehow almost two months! – Mitch is back on the airwaves with Nate to cover the top items to have on your financial radar as we wrap up 2021. From Required Minimum Distributions – spoiler: they're back in 2021 after a year hiatus – to Health Savings Accounts (HSAs) to realizing losses on investments, we cover a lot of ground to make sure there's a little something for everyone. 'Tis the giving season, after all.

Questions on what we covered? Or wondering about something else we didn't go over? Drop us a voice message below or send us an email: [email protected].

LINKS

Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor

...more
View all episodesView all episodes
Download on the App Store

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsBy Walkner Condon Financial Advisors

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

20 ratings


More shows like Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

View all
This American Life by This American Life

This American Life

91,097 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

228,921 Listeners

Planet Money by NPR

Planet Money

30,650 Listeners

The Daily by The New York Times

The Daily

112,574 Listeners

Up First from NPR by NPR

Up First from NPR

56,419 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,084 Listeners

Investment Fund Secrets by Bridger Pennington

Investment Fund Secrets

252 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,410 Listeners

New Planner Podcast by Caleb Brown

New Planner Podcast

30 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

21 Listeners