Join us as 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.

 

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

0:00 – Intro

2:59 – General planning and investing strategies

5:12 – Tax Planning

8:00 – Health insurance

11:56 – Income and lifestyle

17:13 – Real estate assets

20:08 – Technology and cybersecurity

23:29 – Generational wealth considerations

 

Connect with us: https://theuswealthadvisors.com/

 

Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/

 

Schedule your analysis: https://theuswealthadvisors.com/schedule/

 

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