Wealth Management & Financial Planning

Wealth Management & Financial Planning

Consider This Radio Show

Consider This Program 12-15-2020

In this week’s episode, we will cover:

  • The death of deferment
  • End of year tax planning
  • The questions you should ask yourself for tax planning
  • What to consider at the end of your career
  • Tips for giving a eulogy on Zoom

Financial Tidbits

  • “I use the Roth as a retirement option.” -Joe
  • “Sometimes, we intentionally sell things at a loss.” -Joe
  • “Rebalancing your portfolio on a quarterly basis isn’t the answer.” -Joe
  • “Things happen, so think about your year-end tax planning.” -Joe

In This Episode:

  • [ 3:50 ] The death of deferment
  • [ 16:35 ] End of year planning
  • [ 28:30 ] What to consider at the end of your career
  • [ 41:30 ] About Joel Weldon
  • [ 44:40 ] Tips for eulogies on Zoom
  • [ 54:10 ] Using humor in a speech
Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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