Sign up to save your podcasts
Or
Share Q4 Check-up & Tax Moves
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Q4 Check-up & Tax Moves
It's that time of year again ... the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Does your lifestyle spending match the goals you have in your plan or do your goals need to be modified to reflect reality?
Are your investments well aligned to meet your spending goals or are you exposing yourself to unnecessary lifestyle risk?
What tax moves should you make before the end of the year? And what moves should you plan for next year?
Listen to Kevin and Tyler describe the process True Wealth goes through to make sure how these important details are handled to help you stay on your retirement track and pay no more than your fair share in tax.
Here's some of what you'll learn on this episode:
- Some background on the three core items we need to be checking as the year comes to a close. (2:19)
HAVE QUESTIONS? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth’s credentialed and experienced professionals or visit http://bit.ly/calltruewealth.
Or listen to episode 45 to learn about True Wealth’s Retire Smarter Solution™ that aligns your money to your goals, overlaid with tax-smart strategies, so you can retire with confidence.
View all episodes
By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
4.4
2626 ratings
It's that time of year again ... the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Does your lifestyle spending match the goals you have in your plan or do your goals need to be modified to reflect reality?
Are your investments well aligned to meet your spending goals or are you exposing yourself to unnecessary lifestyle risk?
What tax moves should you make before the end of the year? And what moves should you plan for next year?
Listen to Kevin and Tyler describe the process True Wealth goes through to make sure how these important details are handled to help you stay on your retirement track and pay no more than your fair share in tax.
Here's some of what you'll learn on this episode:
- Some background on the three core items we need to be checking as the year comes to a close. (2:19)
HAVE QUESTIONS? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth’s credentialed and experienced professionals or visit http://bit.ly/calltruewealth.
Or listen to episode 45 to learn about True Wealth’s Retire Smarter Solution™ that aligns your money to your goals, overlaid with tax-smart strategies, so you can retire with confidence.
More shows like Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
View all
Sound Retirement Radio
452 Listeners
Your Money, Your Wealth
808 Listeners
Retirement Answer Man
1,314 Listeners
Retirement Starts Today
522 Listeners
The Retirement and IRA Show
750 Listeners
Big Picture Retirement®
542 Listeners
Stay Wealthy Retirement Podcast
671 Listeners
The Boldin Your Money Podcast
199 Listeners
Retire With Purpose - The Retirement Podcast
584 Listeners
Ready For Retirement
811 Listeners
The Rob Berger Show
192 Listeners
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
38 Listeners
Retirement Planning Education, with Andy Panko
890 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
145 Listeners
Retirement Answers
102 Listeners