End of Year Financial Planning For 2023

from The Roth Guy with Jude Wilson · host Jude Wilson

Join us for a thoughtful episode on end of year financial planning for 2023. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Listen in as we discuss essential topics like managing RMDs, exploring tax-saving opportunities, and more. We'll also chat about 2 Centrus guides designed to help you plan for a prosperous new year! Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592

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This episode is 24 minutes long.

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This episode was published on November 29, 2023.

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