Preparing for 2025

In this episode, Ben and Brent discuss some of the possible economic implications of the election along with common year-end best tax optimization practices.  As we approach the end of the year and the start of 2025, one thing becomes clear: change is on the horizon.  Like viewing a hurricane from the shoreline, it’s tough to gauge the strength of its winds and the endurance of the force, but we know it is coming.   Download Our 2024 Year End Checklist - https://drive.google.com/file/d/1LoVkEDMscu6Lo-u91u-NxVh2cYdeQdKL/view?usp=sharing   ______   About your Hosts   Ben Jones Managing Director, National Wealth Management Group www.nwmgadvisors.com  Author, www.karastick.com  @thekaratstick https://www.linkedin.com/in/ben-nwmg/ Follow Ben's Financial Newsletter 'Karat Stick' - https://www.karatstick.com/   __   Brent Gargano, CFPⓇ Founder & Advisor, Infinite Wealth Planning  www.infinitewealthplanning.com linkedin.com/in/brent-gargano-cfp®-2067b573 Read Brent's latest blog post, 'Election Update: What To Expect For Investments,' and follow his newsletter for more content --> https://infinitewealthplanning.net/election-update-what-to-expect-for-investments/     ______     Follow our socials to support the podcast; see extra clips and announcements!   Instagram: https://www.instagram.com/moneyalchemistpod/ X: https://twitter.com/moneyalchpod  Facebook: https://www.facebook.com/profile.php?id=61556458987483   ______   Editor   Trevor Gargano Financial Advisor Marketer [email protected] https://www.linkedin.com/in/trevor-gargano-72727b67/   ______     Disclosure   The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.    Please consult with a qualified legal professional to find out if any of the strategies discussed are right for you.  Neither Ben or Brent are licensed attorneys and cannot provide legal advice.    Securities offered through LPL Financial, Member FINRA & SIPC..  Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.