End-of-Year Success: Reflect, Adapt, & Prepare for 2026 with Financial Strategies
- roshanloungani
- 11 minutes ago
- 1 min read
RL235 – End-of-Year Success: Reflect, Adapt, & Prepare for 2026 with Financial Strategies
In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses essential strategies for reflecting on the past year and preparing for the upcoming one. He emphasizes the importance of evaluating personal goals, embracing change, and adapting to life's inevitable shifts. The conversation also covers financial strategies, including portfolio management, tax planning, and the significance of maintaining an emergency fund. Listeners are encouraged to take proactive steps to ensure a successful transition into the new year.
Chapters
00:00 Reflect and Reset: Preparing for the New Year
03:21 Embracing Change: Adapting to Life's Shifts
05:42 End of Year Financial Strategies: Tax Planning and Portfolio Management
09:55 Final Preparations: Updating Documents and Emergency Funds
Official Podcast Website: https://retirementlifestyleshow.com/end-of-year-success-reflect-adapt-prepare-for-2026-with-financial-strategies/
For more links and the full show notes keep scrolling down!
Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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Full Show Notes:
Official Podcast Website: https://retirementlifestyleshow.com/2024-presidential-election-key-investment-insights-for-your-portfolio/
All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
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