End of the year financial planning
Not Your Parents Financial Advisor

End of the year financial planning

Dec 27, 2024
13:05
S1 · E6
-(0)

About this episode

In this episode, Alex LaRosa discusses essential end-of-year financial planning strategies, including tax loss harvesting, key deadlines for contributions, and the importance of setting financial goals for the upcoming year. He emphasizes the need to review savings rates, investment performance, and the benefits of automating savings to achieve financial objectives.

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Episode Details

Show Type
full
Audio Format
audio/mpeg

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