Ep. 89 - Your Year End Financial Review (Deadlines Approaching)
On this episode of Through The Pines we'll cover your year-end financial planning checklist!
Maxing out Retirement Contributions
Harvest Investment
Taking Required Minimum Distributions
Charitable Gifts
Deferring Income
Roth Strategies
Spending FSA Funds
Portfolio Rebalancing
Evaluating Business Retirement Plans
Updating Estate Plans
Reflecting on Financial Goals
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while buffing his vintage Porsche 911 Speedster, this is Through the Pines.
Our Advisors for this episode, we welcome back Rex Baxter and Brandyn…
The skinny
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