Episode 104: Year End Planning Considerations

Wade and Alex discuss with Rob Cordeau, CFP®, RICP®, CHFC®, the most frequently dealt with year-end planning topics that he discusses with clients. As we near the end of year, there are various deadlines that should be addressed to help maximize your investment and planning experience. In addition, as you get a better sense of your income and tax brackets, we review a few wins that you should consider taking advantage of and a few “potholes” that you want to avoid. These items are well within your control and make a meaningful difference to your retirement income potential. Listen now to learn more! 



Click here to watch this episode on YouTube: https://youtu.be/Py6q7X0-FfQ?feature=shared

If you’d like to speak with someone at McLean Asset Management about your year-end planning decisions or any other financial planning topic, you can get in touch at: www.mcleanam.com/review 

Registration is open for the Consumer Retirement Income Challenge hosted by the team at Retirement Researcher! Join us December 4th-7th for this FREE 4-Day event by visiting: https://risaprofile.com/podcast 


This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”

Recent Episodes