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Working With An Advisor at Year-End (11/23/2024)
Manage episode 451883069 series 3083349
A tartalmat a Alec Kelso and The Real Money Pros biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Alec Kelso and The Real Money Pros vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
On this episode, we dive into some of the most important financial strategies you should consider as we approach the end of the year. Whether you’re managing your portfolio solo or working with a financial advisor, we’ll break down how to match your financial needs with the right type of advisory service.
We’ll also talk about the top year-end tax strategies to help you make smarter moves. From tax-loss harvesting to charitable giving through donor-advised funds, these tips could make a big difference in how much you save when tax season rolls around!
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley & Jeremiah Bates
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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