End Of Year Planning Tasks - Financial Choices Matter

What this episode covers

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 2:40 - Main Topic: End Of Year Planning 2:55 - Should We Be Maxing Out Our Retirement Contributions? 3:48 - Reviewing The CARES Act 5:04 - Tax-Loss Harvesting 5:33 - Evaluating Tax-Deductible Charitable Contributions 7:45 - Roth Conversions 10:05 - What’s A CFP & RIA? 14:07 - Mailbag: What’s Your Opinion On Flipping Houses As An Investment Strategy?

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 18 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on December 3, 2020.

What is this episode about?

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 2:40 - Main Topic: End Of Year Planning 2:55 -...

Can I download this Financial Choices Matter episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.