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Red-Zone Money Moves: Year-End Plays the Pros Don’t Want You to Miss

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Manage episode 518254986 series 2396605
Content provided by Pete D'Arruda and Rock on Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete D'Arruda and Rock on Retirement 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.

Coach Pete and Russ Hackmann (The Wall Street Sweeper) blitz through must-do year-end strategies—smart rebalancing, tax-savvy tweaks, and the right call on wills vs. trusts—so your money hits the end zone, not the sidelines. They decode how AI is shaking markets (and how to use it, not fear it) while mapping the financial red zone game plan that protects gains and locks in income. Hit play for a fast, jazzy blueprint to finish the year strong and start the next one bulletproof!

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Red-Zone Money Moves: Year-End Plays the Pros Don’t Want You to Miss (00:00:00)

2. Marker 08 (00:00:18)

103 episodes

Artwork
iconShare
 
Manage episode 518254986 series 2396605
Content provided by Pete D'Arruda and Rock on Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete D'Arruda and Rock on Retirement 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.

Coach Pete and Russ Hackmann (The Wall Street Sweeper) blitz through must-do year-end strategies—smart rebalancing, tax-savvy tweaks, and the right call on wills vs. trusts—so your money hits the end zone, not the sidelines. They decode how AI is shaking markets (and how to use it, not fear it) while mapping the financial red zone game plan that protects gains and locks in income. Hit play for a fast, jazzy blueprint to finish the year strong and start the next one bulletproof!

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Red-Zone Money Moves: Year-End Plays the Pros Don’t Want You to Miss (00:00:00)

2. Marker 08 (00:00:18)

103 episodes

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