EPISODE · Oct 14, 2025 · 54 MIN
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.
What this episode covers
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.
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Tax-Smart Investing Strategies For Those Nearing Retirement
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