

End of the year financial planning
Not Your Parents Financial Advisor por Alex LaRosa
T1 · E6
27 dic 2024
13:05
Notas del episodio
In this episode, Alex LaRosa discusses essential end-of-year financial planning strategies, including tax loss harvesting, key deadlines for contributions, and the importance of setting financial goals for the upcoming year. He emphasizes the need to review savings rates, investment performance, and the benefits of automating savings to achieve financial objectives.
Palabras clave
financial planning
tax planning
investing
Millennial