Holiday Planning & Retirement Confidence | The Three Worlds of Money: Wall Street, Banks, Insurance | Tax Loss Harvesting Secrets

12/10/2025 31 min
Holiday Planning & Retirement Confidence | The Three Worlds of Money: Wall Street, Banks, Insurance | Tax Loss Harvesting Secrets

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Episode Synopsis

Confused by all the retirement advice out there? Mike Douglas kicks off with holiday planning and family milestones, then dives into the “three worlds of money”—Wall Street, banks, and insurance—and unpacks how tax loss harvesting can help balance your financial future. Get clear, practical insights to help you navigate retirement choices and avoid common pitfalls. Schedule your complimentary appointment today: MichigansRetirementCoach.com   Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

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