Join us for a thoughtful episode where we unpack 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.

On this episode:

Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition. You might have a lot to do between now and the end of the year, but make sure you take some time to evaluate your financial position and make any necessary changes before the calendar changes.

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

• What rebalancing means and why you want to make sure you have money split into the right buckets.
• The tax planning strategies to consider before the year ends.
• What should you review when it comes to insurance and your health options.
• Evaluating your expenses, income, and your spending plan.
• Why cybersecurity needs your attention right now.