RL219 - Smart Financial Strategies to Close the Year Strong
In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss essential financial strategies as the year comes to a close. They emphasize the importance of cash reserves, investment discipline, tax loss harvesting, optimizing tax accounts, and estate planning. The conversation provides listeners with practical tips to achieve their goals.
Chapters
00:00 Introduction to Retirement Planning
01:19 Importance of Cash Reserves
05:08 Investment Doubling and Discipline
10:31 Tax Loss Harvesting Strategies
13:41 Optimizing Tax Accounts
22:29 Estate Planning Essentials
Official Podcast Website: https://retirementlifestyleshow.com/smart-financial-strategies-to-close-the-year-strong/
For more links and the full show notes keep scrolling down!
Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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Full Show Notes:
Official Podcast Website: https://retirementlifestyleshow.com/smart-financial-strategies-to-close-the-year-strong/
All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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