Year End Checklist - October 28, 2023

-- The fourth quarter is here and it’s time for savvy, strategic investors like you to take action. Creating a tax-efficient, inflation-adjusted income strategy now can help you stay ahead of the game later. Shawn and James also dive into the world of tax planning and a little fun discussion on the pros and cons of buying an RV or even planning to live in an RV in your retirement. --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696. ---Catch us on our local radio show! -101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M. -Faith Talk 1500AM, Sundays 7 A.M.On this episode of Retire Right with Shawn Mueller, the conversation focuses on one or more of the most critical aspects of retirement planning, such as managing taxes, understanding Social Security benefits, evaluating long-term care needs, preparing for market fluctuations, and establishing an effective legacy plan. Shawn Mueller and James Parker tackle the latest financial headlines that may affect your retirement, talk through common questions and situations faced by retirees, and discuss the behavioral side of money decisions. Each episode aims to inform, educate, and help you think critically about strategies, risks, and the evolving world of retirement.