Trailer 2 of 2: 20 Money moves to make before the end of the year | Retirement Lifestyle Show
A short clip, 2 of 2 and peek into the episode 20 Money moves to make before the end of the year - on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here https://youtu.be/Z8xr3OUudEg
OR in your favorite podcast app.
In the full episode we go through actionable year-end financial planning strategies. They explain why the last quarter of the year is an excellent time to review your finances, the benefits of tax-loss harvesting, and how to spend money on your Flexible Spending Account.
[04:01] End-of-year Financial Planning
[08:44] Cancel Unwanted Subscriptions
[14:27] It's a Good Time to Perform That Cash-flow Analysis
[15:40] Analyze How your Portfolio is Performing
[20:20] The Benefits of Tax-loss Harvesting
[23:30] Spend Money in Your Flexible Savings Account
[25:30] If You're 72, Take Out Your Required Minimum Distribution
[28:10] Review your Benefits and Beneficiaries
[34:58] Pay-off Owed Money in Your State Taxes
[38:24] Plan for Life Events and Consider Roth Conversions
[42:01] Meet the Co-hosts
Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL086 – 20 Money moves to make before the end of the year" in Spotify, iTunes, Anchor.fm and so on... see links below.
Visit Anchor.fm for ALL the links to several podcast sites:
Anchor.fm: https://anchor.fm/roshan-a-loungani
Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q
iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459
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https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
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Disclaimer
Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license.
Thank you for listening.
