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End of Year Financial Planning For 2023
Manage episode 382934948 series 3502935
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Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
Here’s some of what we discuss in this episode:
- What is Desmond most thankful for this year as we approach Thanksgiving?
- How to evaluate your investments and portfolio heading into the new year?
- Should you consider a Roth conversion?
- Assessing your spending and budget.
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700.
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