Are you ready for the end-of-year financial surprises that could shape your retirement? In this episode, Paul and Travis Ivanoff break down essential strategies for maximizing retirement income, minimizing taxes, and building a flexible plan that adapts to life’s curveballs. Discover how the Ivanoff Quadrant System, tax-loss harvesting, and smart asset allocation can help you retire with confidence—no matter your savings or where you live.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Contact Us: Ivanoff Wealth Management

Sources:

https://www.ameriprise.com/financial-goals-priorities/personal-finance/year-end-financial-checklist

https://www.gobankingrates.com/retirement/planning/how-far-1-5-million-plus-social-security-goes-in-every-state/

Are you ready for the end-of-year financial surprises that could shape your retirement? In this episode, Paul and Travis Ivanoff break down essential strategies for maximizing retirement income, minimizing taxes, and building a flexible plan that adapts to life&rsquo;s curveballs. Discover how the Ivanoff Quadrant System, tax-loss harvesting, and smart asset allocation can help you retire with confidence&mdash;no matter your savings or where you live.
Listen to Paul and Travis on&nbsp;<a href="https://patriotla.iheart.com/">KEIB-AM LA </a>Saturdays at 9am.
With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us:&nbsp;<a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management</a>
Sources:
<a href="https://www.ameriprise.com/financial-goals-priorities/personal-finance/year-end-financial-checklist">https://www.ameriprise.com/financial-goals-priorities/personal-finance/year-end-financial-checklist</a>
<a href="https://www.gobankingrates.com/retirement/planning/how-far-1-5-million-plus-social-security-goes-in-every-state/">https://www.gobankingrates.com/retirement/planning/how-far-1-5-million-plus-social-security-goes-in-every-state/</a>

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.

That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Ivanoff Retirement Insights

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.

That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Contact Us: Ivanoff Wealth Management | Travis Ivanoff

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us: <a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management | Travis Ivanoff</a>

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