Financial Checklists and Important Birthdays

Your Retirement Elevated Podcast with Scott Dougan

コンテンツは Scott Dougan によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Scott Dougan またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

1+ y ago 20:40

MP3•エピソードのホーム

A new year means many of us are looking for ways to improve our financial lives in 2023.

Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.

We’ll also share some important birthdays for financial planning and make sure you know about the items that will impact you at specific ages.

Here's some of what we discuss in this episode:

Do you anticipate changes to your investment goals? (5:43)
Do you want to help children or grandchildren with college? (10:27)
When should you do Roth conversions? (11:52)

Want to connect with us?

https://listentoscott.com/

https://elevatemyretirement.com/our-team/scott-m-dougan/

913-393-4724

137 つのエピソード

#Business #Business News #Scott Dougan #News #Trading