Episode 165 features the three-year podcast anniversary.  It actually should have been held on Episode 156 but better late than never.  Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.

Reach Fred at 800-593-8188.

Money Matters USA

Money Matters USA-additional website-www.wealthensure.com

Episode 165 features the three-year podcast anniversary.  It actually should have been held on Episode 156 but better late than never.  Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://wealthensure.com">Money Matters USA-additional website-www.wealthensure.com</a>

Fred Saide discusses proper planning to and through retirement.  His goal is to provide information on financial matters related to planning a successful retirement.  Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

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