7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)

Retirement Plan Playbook

内容由Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk提供。所有播客内容（包括剧集、图形和播客描述）均由 Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk 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。

2y ago 44:38

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With the likelihood of a recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to increase investment returns, ensure families are financially protected and decrease taxable income through investment and retirement tax returns.

Matthew, Brent, and Joshua discuss:

Why is current spending contributing to an increase in household debt
How US treasury securities can help maximize liquidity and increase interest on uninvested cash
The importance of updating beneficiaries and insurance to provide protection for the next generation
How 401(k) and taxable brokerage accounts can reduce your taxes before the new year
And more

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