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Did Someone Say “Election Year”?

EPISODE · Jun 10, 2024 · 41 MIN

Did Someone Say “Election Year”?

from Rethink Your Money · host Candace Varner, Creative Planning, John Hagensen

It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency.

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Did Someone Say “Election Year”?

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