193: End of Year Financial Routines of the E...

Retiring at 55 can sound simple, especially if you’ve saved well and built meaningful wealth.But early retirement is not just about having enough money. It is about whether your money can support your life for decades, through changing markets, taxes, healthcare costs, and unexpe ...  Show more

A large IRA can feel like proof that you did everything right.You saved, invested, deferred taxes, and built wealth over time. But once required minimum distributions begin, that same IRA can start forcing large taxable withdrawals whether you need the money or not.Hilary Henders ...  Show more

In this episode of the Personal Finance Podcast, we are going to talk about the ultimate year end money checklist. How Andrew Can Help You: Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! For a limited time, ​Inde ...  Show more

Here's our financial checklist of the best money moves you can make by the end of the year to maximize your savings and investments while minimizing your taxes.The end of the year can be a whirlwind. But the actions you take over these final months can have large impacts on your ...  Show more

In this episode of the Personal Finance Podcast, we're going to talk about the 2024 year in money checklist. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where ...  Show more

December is upon us, which means I basically have your attention for about two more weeks max.So while I have you, and as the year comes to an end, it's a perfect time to review some year-end financial planning tips.For such an occasion there's no better person than Michael Goodm ...  Show more