Jan 4, 2023
As we enter the new year of 2023, many of us make New Year's resolutions. How about making a new financial resolution? If you want to save more, invest more or even get out of debt, now is the time to start.
In this episode, Brad takes us through the new 401k contribution rates, saving tips and information on integrating your tax planning with your overall financial strategy.
Listen now.
Show Highlights Include:
- Saving Can Be Daunting. (1:37)
- Dissecting the 15%. (6:58)
- Integrate Your Team. (11:31)
- IRA vs ROTH. (17:04)
- Financial Resolutions. (19:40)
- Question Of The Day. (25:28)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
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