Business tips for startups by proven entrepreneurs
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内容由Broadcasting Experts, LLC and Fred Saide提供。所有播客内容（包括剧集、图形和播客描述）均由 Broadcasting Experts, LLC and Fred Saide 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Year End Retirement Strategies
Manage episode 443575571 series 2965563
内容由Broadcasting Experts, LLC and Fred Saide提供。所有播客内容（包括剧集、图形和播客描述）均由 Broadcasting Experts, LLC and Fred Saide 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.
Reach Fred at 800-593-8188.
Money Matters USA-additional website-www.wealthensure.com
See omnystudio.com/listener for privacy information.
101集单集
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Manage episode 443575571 series 2965563
内容由Broadcasting Experts, LLC and Fred Saide提供。所有播客内容（包括剧集、图形和播客描述）均由 Broadcasting Experts, LLC and Fred Saide 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.
Reach Fred at 800-593-8188.
Money Matters USA-additional website-www.wealthensure.com
See omnystudio.com/listener for privacy information.
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类似 MoneyMattersUSA® with Fred Saide 的节目
Business tips for startups by proven entrepreneurs
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continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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1
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continue reading
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