As the year winds down, it’s crucial to ensure your financial house is in order. 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.

Listen in as Phil and Marc talk through essential topics like managing RMDs, explore tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition. Don’t miss these actionable financial insights to help secure your financial future! Click play to make the most of your year-end financial planning and ensure a smooth transition into the new year.

Here are some of the things we’ll address in this episode:

• General planning + investment strategies [1:44]
• Tax-loss harvesting & RMDs [5:20]
• Insurance and health care planning [9:21]
• Income and lifestyle [11:37]
• Real estate and relocation [15:41]
• Fraud and cybersecurity [18:32]
• Generational wealth considerations [19:41]

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.