7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)

Retirement Plan Playbook

Innhold levert av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk 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.

2y ago 44:38

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With the likelihood of a recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to increase investment returns, ensure families are financially protected and decrease taxable income through investment and retirement tax returns.

Matthew, Brent, and Joshua discuss:

Why is current spending contributing to an increase in household debt
How US treasury securities can help maximize liquidity and increase interest on uninvested cash
The importance of updating beneficiaries and insurance to provide protection for the next generation
How 401(k) and taxable brokerage accounts can reduce your taxes before the new year
And more

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