Coach Pete and Russ Hackman (The Wall Street Sweeper) rip through the smart year-end plays people skip—rebalancing, tax-minded moves, and tightening up the plan before the “financial red zone” hits you back. They clear up the wills vs. trusts confusion in plain English, so you’re not leaving a mess for your family. Don't miss this critical conversation that also touches on how AI is shaking up investing and why your retirement plan should be built to survive an uncertain future.

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