Tax-Smart Investing Strategies For Those Nearing Retirement

from Show Me The Money · host Floyd Financial Group

In this episode randy, Jake, and Jeff discuss current events, tax-smart investment strategies for those nearing retirement, life events that can trigger liquidity issues, and financial moves to make before year's end.

Episode metadata supplied by the publisher feed · Published Oct 14, 2025

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Tax-Smart Investing Strategies For Those Nearing Retirement

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