Your Financial Mission

Join us as we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.   Here’s some of what we discuss in this episode: 0:00 – Intro 2:59 – General planning and investing strategies 5:12 – Tax Planning 8:00 – Health insurance 11:56 – Income and lifestyle 17:13 – Real estate assets 20:08 – Technology and cybersecurity 23:29 – Generational wealth considerations   Connect with us: https://theuswealthadvisors.com/   Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/   Schedule your analysis: https://theuswealthadvisors.com/schedule/   Want to learn more about financial planning? Subscribe to our YouTube channel and you won't miss a video ➟ https://bit.ly/3XKgOxu