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Episode 014 – Financial End of Year Checklist Part 2

Posted on by roedergr12
We continue our conversation from Episode 13 with JC Corrigan, CFP, about what to consider financially at year's end.  We get into some pretty specific scenarios that may not apply to all people, but are worth understanding.  We start out with self-employed individuals and their deductions and write-offs.  Then, we discuss ways to motivate yourself to create savings goals and hit t...
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Episode 013 – Financial End of Year Checklist Part 1

Posted on by roedergr12
Greg and JC discuss what to look for to make sure your personal finances are in order heading into the new year to maximize investment gains and limit tax exposure.  Specifically covered are thoughts on Black Friday, questions to ask a financial advisor before hiring them, working with your accountant, losses and gains from the year, Mutual Funds vs. ETFs, and IRA distributions.  From t...
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