Danny Ratliff

Richard Rosso and Danny Ratliff, financial planning experts from Real Investment Advice, dive into essential year-end financial strategies. They discuss crucial tactics like tax-loss harvesting and portfolio rebalancing to optimize your investments before January's arrival. The duo emphasizes the significance of maximizing retirement contributions and the benefits of Health Savings Accounts. They also touch on how personalized financial plans can lead to impactful outcomes, ensuring listeners are prepared for a more prosperous 2025.