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
