2024 Q4 Financial To-Do List
From Your Retirement Journey · 16:12
Show by Scott Schuett
Scott Schuett breaks down some different financial benchmarks and things to review before the year ends, including college account-spending, insurance plans, capital gains payouts, and deadlines and limits on generous donations and taking RMDs. Scott also talks about the optimism he has with his Detroit football and baseball teams.See omnystudio.com/listener for privacy information.
More episodes of Your Retirement Journey
More episodes
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- Balancing Social Security In Your Retirement Plan
- Navigating Uncertainty: The Role of a Financial Advisor
- Roth Conversion Strategies for Retirement Planning
- Establishing Predictable Income in Retirement
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