Tax Planning for the Fourth Quarter

15/10/2024 22 min
Tax Planning for the Fourth Quarter

Listen "Tax Planning for the Fourth Quarter"

Episode Synopsis

This week on Retire South Florida, Joe & Julia Valenzuela discuss the importance of financial planning as the year comes to a close, focusing on taxes, retirement strategies, and the implications of an impending recession. They emphasize the need for proactive financial management, understanding federal benefits, and the significance of investment strategies in navigating economic uncertainties. For more information, please visit ValenzuelaFinancial.com!See omnystudio.com/listener for privacy information.