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Dec 12, 2024 53 min

End of Year Planning

from Financial Game Plan Hosted by Cody Rose

Let’s discuss some of the financial matters that folks should consider addressing before the end of the year... In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market fluctuations, establishing legacy plans, or reviewing Medicare options, each discussion is designed to help listeners consider steps suited to their circumstances. Tune in for straightforward guidance that demystifies retirement topics and empowers you to make informed decisions about your financial journey.

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End of Year Planning

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This episode is 53 minutes long.

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This episode was published on December 12, 2024.

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