Jay Kirkwood discusses the importance of year-end financial planning, particularly in relation to tax strategies and required minimum distributions (RMDs). He emphasizes the need for proactive tax management and the benefits of consulting with a financial advisor to navigate these complexities effectively. The conversation highlights key strategies such as Roth conversions and tax loss harvesting, and underscores the significance of having a comprehensive retirement plan that includes a tax strategy.

To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to www.clearskiesretirement.com

Jay Kirkwood discusses the importance of year-end financial planning, particularly in relation to tax strategies and required minimum distributions (RMDs). He emphasizes the need for proactive tax management and the benefits of consulting with a financial advisor to navigate these complexities effectively. The conversation highlights key strategies such as Roth conversions and tax loss harvesting, and underscores the significance of having a comprehensive retirement plan that includes a tax strategy.
To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to <a href="http://www.clearskiesretirement.com">www.clearskiesretirement.com</a>

Welcome to "Clear Skies Retirement," the podcast dedicated to guiding you through the unpredictable journey of retirement planning.

Whether you're approaching retirement or already adjusting to its reality, "Clear Skies Retirement" helps you manage your finances to ensure a stable, secure, and fulfilling future. From investment strategies and savings tips to tax planning and estate management, we cover all aspects of financial stability in your golden years.

Join us every week as we tackle the toughest challenges facing retirees and answer your burning questions about retirement. No matter the turbulence in the markets or changes in regulations, with "Clear Skies Retirement," you’re never flying solo. Get ready to turn your retirement goals into your everyday reality. Subscribe now to step confidently into a future of clear skies!

If our podcast has you thinking you might need a second opinion on your retirement plan, reach out to us here 👉  https://bit.ly/3y8MvI4

Welcome to "Clear Skies Retirement," the podcast dedicated to guiding you through the unpredictable journey of retirement planning.
Whether you're approaching retirement or already adjusting to its reality, "Clear Skies Retirement" helps you manage your finances to ensure a stable, secure, and fulfilling future. From investment strategies and savings tips to tax planning and estate management, we cover all aspects of financial stability in your golden years.
Join us every week as we tackle the toughest challenges facing retirees and answer your burning questions about retirement. No matter the turbulence in the markets or changes in regulations, with "Clear Skies Retirement," you’re never flying solo. Get ready to turn your retirement goals into your everyday reality. Subscribe now to step confidently into a future of clear skies!
If our podcast has you thinking you might need a second opinion on your retirement plan, reach out to us here 👉  <a href="https://bit.ly/3y8MvI4">https://bit.ly/3y8MvI4</a>

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