Take a hands-on approach to your retirement planning. Discuss these issues with your financial planner before it’s too late.


Manage episode 246067711 series 1232469
By Chad Burton. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The year will be over before we know it and you have less than two months to make any major tax moves. There is not enough proactive planning by people these days to take advantage of the opportunities out there. Today I cover year-end tax planning strategies. Topics include:

  • The negative effects of historically low interest rates on retirees
  • The long term care disaster
  • How tax cuts changed planning

Retirement planning is more complicated than ever. Please join Rob Black and I for our Retirement and Income Planning seminar this Thursday, November 14, 2019 in Burlingame. Click HERE to sign up!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

459 episodes