Year-End Financial Strategies
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Year-End Financial Strategies
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About this listen
Ashley discusses essential financial strategies for retirement planning, focusing on year-end financial checklists, tax strategies, and the importance of creating a sustainable income plan. She explores the nuances of Roth conversions, the differences between flexible spending accounts and health savings accounts, and the role of annuities in retirement. The discussion emphasizes the need for comprehensive financial reviews to ensure that individuals are prepared for retirement and can navigate the complexities of financial planning effectively.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.