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046: The SHP End-of-Year Financial Checklist for 2023
Manage episode 390584070 series 3001511
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The end of the year is a time to reflect not just on what we’re grateful for and what we accomplished, but it’s also a great time to review the state of our financial plans–and the opportunities to take advantage of before the clock strikes midnight on December 31.
Here at SHP, that means it’s all hands on deck this time of year to check all the boxes so that we’re setting our clients up for long-term success and a stress-free retirement.
In today’s episode, we’re talking about how the major changes to tax law passed over the last five years will affect retirees for decades to come, and what you can do right now to make sure that your finances are one less thing for your loved ones to worry about.
In this podcast interview, you’ll learn:
- Why a holistic financial plan is so much more than portfolio management.
- How to avoid massive tax penalties when it’s time to take required minimum distributions.
- What you can do to avoid leaving money on the table in a time of maximized interest rates.
- Why it’s almost always better to focus your time and energy on earning money than saving it by DIYing your finances.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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