{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"End of Year Financial Planning For 2023","description":"It\u2019s that time of the year again! Join us for a thoughtful episode where 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. We\u2019re also excited to welcome David Lawrence, CFP\u00ae, AIF\u00ae, on today\u2019s show, who is new to the podcast, but has been with Kemp Harvest Financial Group for over seven years now. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition. Stay tuned to see what you can learn!   Here are the 7 categories we\u2019re focusing on in today\u2019s episode: General Planning and Investment Strategies- including reviewing investment accounts and retirement contributions Taxes- focusing on RMDs, tax loss harvesting, and Roth conversions Insurance and Healthcare Planning- considering open enrollment, long-term care + looking at your personal health Income- evaluating current and future sources of income, budget, and expenses Real Estate and Relocation- looking at downsizing, upsizing, or moving Technology- checking cybersecurity, passwords, and checking credit reports Generational Wealth Considerations- gifting to family and charities, legal document review + organization   Contact: If you have any questions, call 215-513-4330 or visit https:\/\/www.kempharvest.com\/   ","author_name":"Retirement Plain & Simple","author_url":"https:\/\/www.kempharvest.com\/","html":"