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Working With An Advisor at Year-End (11/23/2024)
Manage episode 451883069 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容（包括剧集、图形和播客描述）均由 Alec Kelso and The Real Money Pros 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。
On this episode, we dive into some of the most important financial strategies you should consider as we approach the end of the year. Whether you’re managing your portfolio solo or working with a financial advisor, we’ll break down how to match your financial needs with the right type of advisory service.
We’ll also talk about the top year-end tax strategies to help you make smarter moves. From tax-loss harvesting to charitable giving through donor-advised funds, these tips could make a big difference in how much you save when tax season rolls around!
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley & Jeremiah Bates
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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