On this episode of the Retire Once Show, Johnathan and Melissa discuss what you should do before year-end to maximize your wealth. Whether it is year-end retirement planning or year-end tax strategies, there are a number of things you do not want to forget to check off your to-do list.

There are some time-sensitive year-end retirement strategies that will help you maximize your wealth and retirement savings.

Use this link to see if you are on track to your retirement. 

https://wealth.emaplan.com/ema/LeadGen/Welcome/35fc8061-43d5-4d43-a3f6-70bf17389865

We will then schedule time to put together your personal comprehensive retirement analysis that includes understanding your risk tolerance and an asset allocation that is personalized to you.

If you have questions or comments for the show email us  [email protected] or head to www.Retireonceshow.com

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management