End of Year Financial Planning For 2023

Phil's Tax Hacks · Nov 2, 2023 · 27m

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.

Here’s some of what we discuss in this episode:

1:44 – General planning + investment strategies

5:20 – Tax-loss harvesting & RMDs

9:21 – Insurance and health care planning

11:37 – Income and lifestyle…