7 Things To Optimize Your Finances Before Year-End (Checklist)

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
There's a lot of financial planning opportunities, but it's hard to keep track of it all.
Make sure you're not leaving any money on the table in 2023!
Here's the guide I mentioned in the episode: 2023 Year-End Checklist

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

فصل ها

1. 7 Things To Optimize Your Finances Before Year-End (Checklist) (00:00:00)

2. Year-End Financial Checklist for Retirement Planning (00:00:02)

3. Understanding RMDs, Aggregation, and Tax Planning (00:08:12)

4. No-Brainer and Charitable Tax Strategies (00:14:27)

5. Early Retirement Podcast and Personal Journey (00:25:15)