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In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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