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Retirement Curveballs: Are You Ready for the Unexpected? | Tax-Smart Moves for a Confident Retirement | How Flexible Is Your Retirement Plan—Really?
Are you ready for the end-of-year financial surprises that could shape your retirement? In this episode, Paul and Travis Ivanoff break down essential strategies for maximizing retirement income, minimizing taxes, and building a flexible plan that adapts to life’s curveballs. Discover how the Ivanoff Quadrant System, tax-loss harvesting, and smart asset allocation can help you retire with confidence—no matter your savings or where you live.
Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.
With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us: Ivanoff Wealth Management
Sources:
https://www.ameriprise.com/financial-goals-priorities/personal-finance/year-end-financial-checklist
https://www.gobankingrates.com/retirement/planning/how-far-1-5-million-plus-social-security-goes-in-every-state/
See omnystudio.com/listener for privacy information.
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By Travis IvanoffAre you ready for the end-of-year financial surprises that could shape your retirement? In this episode, Paul and Travis Ivanoff break down essential strategies for maximizing retirement income, minimizing taxes, and building a flexible plan that adapts to life’s curveballs. Discover how the Ivanoff Quadrant System, tax-loss harvesting, and smart asset allocation can help you retire with confidence—no matter your savings or where you live.
Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.
With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us: Ivanoff Wealth Management
Sources:
https://www.ameriprise.com/financial-goals-priorities/personal-finance/year-end-financial-checklist
https://www.gobankingrates.com/retirement/planning/how-far-1-5-million-plus-social-security-goes-in-every-state/
See omnystudio.com/listener for privacy information.