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End of Year Financial Planning For 2023
Manage episode 388112262 series 3485869
Innhold levert av Eric Judy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Eric Judy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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.
Here’s some of what we discuss in this episode:
- What rebalancing means and why you want to make sure you have money split into the right buckets.
- The tax planning strategies to consider before the year ends.
- What should you review when it comes to insurance and your health options.
- Evaluating your expenses, income, and your spending plan.
- Why cybersecurity needs your attention right now.
Connect with Eric Judy online at https://www.judyfg.com/ or by calling 217-303-1711. You can also book a complimentary review at https://calendly.com/ericjudy
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