Year-End Planning

21/01/2022 53 min
Year-End Planning

Listen "Year-End Planning"

Episode Synopsis

It’s hard to believe we’re in the fourth quarter of the year. And before you know it, we’ll be in the thick of the holidays and winding down 2021. So now is the 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. Pat will walk you through your year-end to do list on this week’s episode of Save Your Retirement with Pat Strubbe.