Steven Sabo of Executive Financial Group talks about the MLB trade deadline (and his beleaguered Pittsburgh Pirates) and relates that to people checking in with their advisors mid-year. Steven discusses why Q2 and Q3 conversations are crucial for tax planning purposes, so people can start planning when to take RMDs, make QCDs, or even prepare for certain tax bills. And Steven walks through the process of what a first call for a complimentary review is like and the different things people can learn.

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

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Steven Sabo of Executive Financial Group talks about the MLB trade deadline (and his beleaguered Pittsburgh Pirates) and relates that to people checking in with their advisors mid-year. Steven discusses why Q2 and Q3 conversations are crucial for tax planning purposes, so people can start planning when to take RMDs, make QCDs, or even prepare for certain tax bills. And Steven walks through the process of what a first call for a complimentary review is like and the different things people can learn.
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
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Are you ready for the next chapter in your life? Whether you’re approaching retirement, already retired, or just thinking about your future, Next Chapter Living is here to give you timely and relevant information to help you navigate the financial challenges and opportunities that come with this transition. Join your host Steve Sabo of Executive Financial Group every week as he dives deep into the need-to-know topics surrounding modern retirement, detailing helpful tips and practices that can help you work towards achieving your financial goals. Next Chapter Living is your newest resource for on-the-go, informative, and entertaining financial content that can help you get closer to the next chapter in your retirement story.

Are you ready for the next chapter in your life? Whether you’re approaching retirement, already retired, or just thinking about your future, Next Chapter Living is here to give you timely and relevant information to help you navigate the financial challenges and opportunities that come with this transition. Join your host Steve Sabo of Executive Financial Group every week as he dives deep into the need-to-know topics surrounding modern retirement, detailing helpful tips and practices that can help you work towards achieving your financial goals. Next Chapter Living is your newest resource for on-the-go, informative, and entertaining financial content that can help you get closer to the next chapter in your retirement story.