ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "End of Year Financial Planning For 2023"
Episode Synopsis
Join us for a thoughtful episode where we unpack our 2023
edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Together, we'll navigate through essential topics like
managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
Here’s some of what we discuss in this episode:
What is Desmond most thankful for this year as we approach Thanksgiving?
How to evaluate your investments and portfolio heading
into the new year?
Should you consider a Roth conversion?
Assessing your spending and budget.
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700.
edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Together, we'll navigate through essential topics like
managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
Here’s some of what we discuss in this episode:
What is Desmond most thankful for this year as we approach Thanksgiving?
How to evaluate your investments and portfolio heading
into the new year?
Should you consider a Roth conversion?
Assessing your spending and budget.
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700.
More episodes of the podcast Riverbank Riches with Desmond Taylor: Navigating Financial Wisdom
How Do You Know When You're Ready to Retire?
12/09/2024
The Top 401(k) FAQs In 2024 (Part 2)
29/08/2024
The Top 401(k) FAQs In 2024 (Part 1)
22/08/2024
How to Avoid Retirement Stress
09/05/2024
In God we trust