• New Year, New You

  • Dec 20 2024
  • Durata: 51 min
  • Podcast

New Year, New You

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  • Riassunto

  • In this conversation, Gary Nolan and Don Cloud discuss essential financial planning tips for the upcoming year, focusing on strategies to improve financial positions, maximize retirement contributions, and the importance of reviewing budgets and insurance coverage. They emphasize the significance of tax planning, charitable contributions, and setting clear financial goals for 2025. The discussion also highlights the need for regular reviews of estate plans and investment portfolios to align with changing financial circumstances. In this episode, Gary Nolan and Don Cloud discuss essential topics in retirement planning, including the importance of understanding longevity, effective communication within families regarding financial matters, and strategies for estate planning. They also delve into tax implications of investment decisions, social security strategies for long-term care, and the nuances of Roth conversions in relation to Medicare costs. The conversation emphasizes the need for personalized financial advice and proactive planning to ensure a secure retirement.

    Reach out to Don Cloud at 855-699-3471 or https://www.cloudfinancial.com/

    See omnystudio.com/listener for privacy information.
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