Smart Financial Planning Moves Before Year End, Part II

There's now only three weeks left in 2017, but that's still plenty of time to make some smart financial planning moves before the year is over. In our last episode of the Doug Fabian Podcast, we told you about some of the things you can do now to prepare yourself for the year ahead. Some of those things were maximizing retirement plan contributions, charitable deductions and funding a Roth IRA. This week's episode includes a deeper dive into taxes, and how you can take steps now to manage your tax liability in 2018. Tactics such as quarterly meetings with your CPA and/or tax advisor are covered in detail in this episode. Then we turn to what I call the "Bucket System" of looking at your finances and investment strategy. This is a way of looking at your money that helps you organize properly, and allows you to identify where your money might need attention. Plus, why now is a great time to "reboot" your investment thinking, and the right questions to ask yourself as we head into 2018.

You can listen to Smart Financial Planning Moves Before Year End, Part II online on Radio and Podcast. Open the player on this page to stream the available audio.

Smart Financial Planning Moves Before Year End, Part II is an episode from Doug Fabian’s ETF Strategies.

This episode is 14:56 long.

This episode was published on Dec 9, 2017.

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