Do These 4 Things with Your Finances BEFORE 2023!

1

Introduction

00:00 • 2min

2

How Fast Can Markets Recover?

02:22 • 3min

3

How Did the Market Perform After a 20% Downturn?

05:32 • 3min

4

We're in a New Paradigm. This Time Is Different

08:21 • 4min

5

Tax Planning - What You Shouldn't Be Doing Before the End of the Year

12:10 • 3min

6

How to Avoid Capital Gain Distributions

15:09 • 2min

7

Can You Accelerate Capital Gains?

17:00 • 2min

8

Is This a Roth Conversion Year or a Zero Capital Gains Year?

19:06 • 3min

9

Are You on Track to Maximize Your 401k Contributions?

21:42 • 3min

10

The Biggest Open Enrollment Decisions

24:33 • 3min

11

Open Enrollment Decision Making

27:04 • 3min

12

What You Should Know About Deferred Comps

29:57 • 2min

13

Four Things to Think About Before We Reach 2023

32:19 • 4min

14

Know Your Number

35:56 • 2min

15

The Know Your Number Course Is a Great Way to Start a Financial Life

38:19 • 3min

16

How to Accelerate Your Success With MoneyGots

41:00 • 3min