Financial Planning 101 (By Age) 2023 Edition
Money Guy Show
00:00
Investing in the Fifties - Do You Have the Right Asset Location?
In your fifties, you're transitioning from get wealthy to stay wealthy. From a tax planning perspective, now you might be thinking about some optimization strategies. And that leads to estate planning, which this is one kind of as a carryover from the 40s and the fact that you're getting complicated at this point.
Transcript
Play full episode
