EPISODE · Oct 13, 2021 · 49 MIN
RL086 – 20 Money moves to make before the end of the year
from Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson · host Roshan Loungani and Adrian
Today on the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through actionable year-end financial planning strategies. They explain why the last quarter of the year is an excellent time to review your finances, the benefits of tax-loss harvesting, and how to spend money on your Flexible Spending Account. [04:01] End-of-year Financial Planning [08:44] Cancel Unwanted Subscriptions [14:27] It's a Good Time to Perform That Cash-flow Analysis [15:40] Analyze How your Portfolio is Performing [20:20] The Benefits of Tax-loss Harvesting [23:30] Spend Money in Your Flexible Savings Account [25:30] If You're 72, Take Out Your Required Minimum Distribution [28:10] Review your Benefits and Beneficiaries [34:58] Pay-off Owed Money in Your State Taxes [38:24] Plan for Life Events and Consider Roth Conversions [42:01] Meet the Co-hosts Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
What this episode covers
Today on the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through actionable year-end financial planning strategies. They explain why the last quarter of the year is an excellent time to review your finances, the benefits of tax-loss harvesting, and how to spend money on your Flexible Spending Account. [04:01] End-of-year Financial Planning [08:44] Cancel Unwanted Subscriptions [14:27] It's a Good Time to Perform That Cash-flow Analysis [15:40] Analyze How your Portfolio is Performing [20:20] The Benefits of Tax-loss Harvesting [23:30] Spend Money in Your Flexible Savings Account [25:30] If You're 72, Take Out Your Required Minimum Distribution [28:10] Review your Benefits and Beneficiaries [34:58] Pay-off Owed Money in Your State Taxes [38:24] Plan for Life Events and Consider Roth Conversions [42:01] Meet the Co-hosts Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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RL086 – 20 Money moves to make before the end of the year
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