7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)

Retirement Plan Playbook

Nội dung được cung cấp bởi Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

2y ago 44:38

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With the likelihood of a recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to increase investment returns, ensure families are financially protected and decrease taxable income through investment and retirement tax returns.

Matthew, Brent, and Joshua discuss:

Why is current spending contributing to an increase in household debt
How US treasury securities can help maximize liquidity and increase interest on uninvested cash
The importance of updating beneficiaries and insurance to provide protection for the next generation
How 401(k) and taxable brokerage accounts can reduce your taxes before the new year
And more

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