Money Guy Show

9 Things You Need to Do Before 2023 Ends!

8 snips
Oct 6, 2023
Learn about important financial planning steps before the year ends, including tax savings and retirement planning. Discuss the importance of having enough cash and properly allocating it. Assess assets and debt, get rid of high interest debt, and maximize tax-free money opportunities. Strategies for building tax-free dollars through Roth IRAs. Highlight the benefits of generosity and charitable giving. Emphasize the importance of end-of-the-year planning for financial success.
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Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Having Cash
02:02 • 6min
3
Getting Our Liabilities Under Control
07:52 • 6min
4
Building Tax-Free Dollars through Roth IRAs
13:47 • 14min
5
The Importance of Generosity and Charitable Giving
27:39 • 2min
6
Maximizing Financial Success Through End-of-the-Year Planning
29:56 • 2min