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Listen "Check THESE 10 Items Before the End of 2023 [Episode 8]"
Episode Synopsis
As we come to the end of 2023, it's important to look over your investments and make sure you're maximizing your growth and savings. That's why in this episode of Joe Knows Retirement, Joe shares ten investment and investment-related items you should review before the end of the year. From traditional and Roth IRA contributions to charity-related vehicles like donor advised funds, checking and maximizing these investments could significantly help your savings and earnings in retirement. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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