150: 2023 Year-End Tax & Financial Planning Strategies

Build a Better Financial Future
22/11/2023 18 min Episodio 150
150: 2023 Year-End Tax & Financial Planning Strategies

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Episode Synopsis

In this episode, Luis talks about the year-end strategies that you can implement to lower your tax bill, and set up your finances to start 2024 with a bang!   Notes:   In this episode Luis talks about:   The tax planning strategies he uses with his clients Tax Loss Harvesting How to best maximize your employee benefits Taking advantage of the current high interest rate environment   And more……..   Resources:   ·         Visit On My Way to Wealth ·         Luis' LinkedIN ·         Luis' Twitter ·         Luis' IG ·         On My Way to Wealth YouTube Channel

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