End of the year financial planning

Not Your Parents Financial Advisor by Alex LaRosa

Episode notes

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.

Keywords
financial planningtax planninginvestingMillennial