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End of Year to do List

End of Year to do List

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This conversation covers essential financial strategies for year-end planning, focusing on retirement savings, tax-saving opportunities, and the importance of emergency funds. The hosts discuss various topics including required minimum distributions (RMDs), charitable donations, Roth conversions, and the significance of having a diversified investment portfolio. They emphasize the need for a sustainable retirement income plan and share client success stories to illustrate the impact of effective financial planning. The discussion also addresses common retirement concerns and encourages listeners to take proactive steps towards their financial future.

Reach out to Deb and Laurie at 800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

See omnystudio.com/listener for privacy information.
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