Description
Today I’m sharing 4 (important!) retirement and tax planning updates for 2024.
I'm also sharing my freshly updated two-page tax cheatsheet 😊
One listener recently said:
"This is the best two-page cheat sheet that I've seen! I do a lot of planning around taxes, IRMAA's, etc., and it is very helpful."
If you’re wrapping up your year-end planning + starting to think about 2024 and beyond, you’ll enjoy today’s episode.
RETIREMENT & TAX PLANNING RESOURCES:
‣ Grab Your 2024 Tax Cheatsheet
‣ Join the Stay Wealthy Newsletter (My Top 5 Year-End Checklists Going to Subscribers ONLY Next Week!)
EPISODE RESOURCES:
✏️ Grab the Episode Show Notes
📊 Get Your FREE Retirement & Tax Analysis
Emerging Markets are the world’s primary drivers of global growth (and wealth accumulation).
Just over 50% of the world's economic output comes from these countries. 🤯
They play a crucial role in shaping global economic trends...
...but most retirement investors don't fully understand this...
Published 11/21/24
Why are most people planning for the wrong things in retirement?
What should they be planning for that they’re not?
To help answer these important questions, Psychologist & Behavioral Finance Expert Dr. Daniel Crosby stops by to discuss:
➤ What our happiness is determined by
➤ Why...
Published 11/07/24