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内容由Mike Flanders提供。所有播客内容(包括剧集、图形和播客描述)均由 Mike Flanders 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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End of Year Financial Planning For 2023 (Part 2)

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Manage episode 384941969 series 3462058
内容由Mike Flanders提供。所有播客内容(包括剧集、图形和播客描述)均由 Mike Flanders 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

We're back to finish unpacking our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.

Show Links & Info:

SPC Investing: http://spcinvesting.com/

Schedule A Visit: https://talkstomike.com/

  continue reading

138集单集

Artwork
icon分享
 
Manage episode 384941969 series 3462058
内容由Mike Flanders提供。所有播客内容(包括剧集、图形和播客描述)均由 Mike Flanders 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

We're back to finish unpacking our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.

Show Links & Info:

SPC Investing: http://spcinvesting.com/

Schedule A Visit: https://talkstomike.com/

  continue reading

138集单集

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