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End-of-Year Planning

Nov 21, 2023
End of year planning concept with checklist and pen on top of graph paper.
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Global Wealth Advisors Financial Planning and Investment Management

At this point, you’re probably wondering if the Fed is shooting darts, or if they actually know what they are doing when it comes to interest rates. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the Fed, Japanese equities, and dig into some end-of-year planning strategies.

Watch the video podcast version on YouTube

Find it Fast: End-of-Year Planning

Central Bank Roundup:
02:00—Will the Fed hike again? Is the Fed shooting darts?
06:58—Bank of Japan and Japanese equities

Role Play:
10:44—JP Morgan Jamie Dimon
13:05—ARK Invest Cathy Wood
14:48—Open AI Sam Altman
17:12—Stephen A. Schwarzman
19:23—Venture Capital and Mark Anderson

Five Good Minutes: Taxes and end-of-year planning
21:17—Tax loss harvesting
23:50—Charitable giving
25:36—Pre-tax accounts like 401(k) and IRA
27:27—Changes for 2024

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.

Listen in to the Your Money Momentum podcast published twice monthly. If you like this end-of-year planning episode, check out our previous show Open Enrollment Tips, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBYRuff

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