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Kevin Brucher discusses essential financial strategies to consider before the year ends.
Manage episode 520505427 series 2988212
Kevin Brucher discusses essential financial strategies to consider before the year ends. He emphasizes the importance of tax loss harvesting, Roth conversions, and understanding required minimum distributions (RMDs). Kevin also highlights the significance of protecting personal finances amidst rising national debt and offers insights into health savings accounts and charitable giving. The conversation covers maximizing retirement contributions and the need for progressive tax reforms to address wealth inequality. Call 800-975-6717. Visit Silver Leaf Financial to learn more.
See omnystudio.com/listener for privacy information.
Chapters
1. Kevin Brucher discusses essential financial strategies to consider before the year ends. (00:00:00)
2. TEASE IN (00:00:01)
101 episodes
Manage episode 520505427 series 2988212
Kevin Brucher discusses essential financial strategies to consider before the year ends. He emphasizes the importance of tax loss harvesting, Roth conversions, and understanding required minimum distributions (RMDs). Kevin also highlights the significance of protecting personal finances amidst rising national debt and offers insights into health savings accounts and charitable giving. The conversation covers maximizing retirement contributions and the need for progressive tax reforms to address wealth inequality. Call 800-975-6717. Visit Silver Leaf Financial to learn more.
See omnystudio.com/listener for privacy information.
Chapters
1. Kevin Brucher discusses essential financial strategies to consider before the year ends. (00:00:00)
2. TEASE IN (00:00:01)
101 episodes
All episodes
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