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Year-End Financial Planning: Giving, Taxes, & Long-Term Planning - Season 2, Ep. 1

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Manage episode 390968744 series 3303855
内容由210 Financial提供。所有播客内容(包括剧集、图形和播客描述)均由 210 Financial 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

Your Retirement Blueprint Podcast is back for Season 2! We have so many exciting things planned for this season of the podcast, including some incredible guests that we’re eager to introduce you to.
As we approach the end of the year, this is a time when many of us revisit our goals, look over where we’re at, and consider shifts we need to make.
In this episode, we want to invite you to revisit your goals and your plan for reaching them. By considering tax-beneficial investment opportunities, giving strategies, and the value of long-term planning, you are able to make it much more likely that you will reach and even exceed your financial goals.
Enjoy the episode!
//
Grab a Free Resource at http://retirewith210.com/ --
Prefer to watch? Find video versions of every episode on our YouTube channel.
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --
Like more free resources? Grab one of our free guides here.
//
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.
All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.
This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial. 2103578-11/23

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Artwork
icon分享
 
Manage episode 390968744 series 3303855
内容由210 Financial提供。所有播客内容(包括剧集、图形和播客描述)均由 210 Financial 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

Your Retirement Blueprint Podcast is back for Season 2! We have so many exciting things planned for this season of the podcast, including some incredible guests that we’re eager to introduce you to.
As we approach the end of the year, this is a time when many of us revisit our goals, look over where we’re at, and consider shifts we need to make.
In this episode, we want to invite you to revisit your goals and your plan for reaching them. By considering tax-beneficial investment opportunities, giving strategies, and the value of long-term planning, you are able to make it much more likely that you will reach and even exceed your financial goals.
Enjoy the episode!
//
Grab a Free Resource at http://retirewith210.com/ --
Prefer to watch? Find video versions of every episode on our YouTube channel.
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --
Like more free resources? Grab one of our free guides here.
//
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.
All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.
This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial. 2103578-11/23

  continue reading

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