Episode 28: 4 Year-End Retirement Planning Checklist Items You Can’t Afford to Miss

Dec 23, 2022

In this episode, Eric and Katie discuss the key action items that can help head off financial problems and take advantage of opportunities.

Here are just a handful of the things that we'll discuss:

  • The amount of the standard deduction is scheduled to be significantly reduced in 2026
  • Social Security benefit statements don’t include any future projected cost of living increase[1]
  • By taking advantage of rising interest rates, it might be possible to achieve your financial objectives with less risk of investment loss
  • Rising interest rates might present opportunities for greater rates of return while reducing the risk of investment loss




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