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Holiday Spending and Retirement: What’s Sneaking Up on Your Wallet?

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Manage episode 514903137 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The holiday season is coming fast—and so are new rules that could impact your retirement savings. From pricey Christmas trees to major changes in 401k catch-up contributions, Frank and Frankie Guida break down what you need to know about Roth requirements, tax planning, and strategies to keep more of your hard-earned money. Learn how smart moves today can help flatten your tax curve and make retirement more rewarding.

Schedule a complimentary appointment: A Better Way Financial

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

Follow us on social media: Facebook | LinkedIn | YouTube

See omnystudio.com/listener for privacy information.

  continue reading

215 episodes

Artwork
iconShare
 
Manage episode 514903137 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The holiday season is coming fast—and so are new rules that could impact your retirement savings. From pricey Christmas trees to major changes in 401k catch-up contributions, Frank and Frankie Guida break down what you need to know about Roth requirements, tax planning, and strategies to keep more of your hard-earned money. Learn how smart moves today can help flatten your tax curve and make retirement more rewarding.

Schedule a complimentary appointment: A Better Way Financial

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

Follow us on social media: Facebook | LinkedIn | YouTube

See omnystudio.com/listener for privacy information.

  continue reading

215 episodes

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