Year-End Checklist

20/01/2023 55 min
Year-End Checklist

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Episode Synopsis

The fourth quarter is here and it’s time for savvy, strategic investors like you to take action. Creating a tax-efficient, inflation-adjusted income strategy now can help you stay ahead of the game later. On this week’s show, Pat tells you what should be on your year-end checklist, PLUS we’ll cover the three stages of retirement. Don’t miss it!