Nurturing Financial Freedom

Five Financial To Dos Before Year End

Episode Summary

As we close out 2019, Alex Cabot and Ed Lambert explain the 5 things you should do before the ball drops on 2020.

Episode Notes

Alex Cabot and Ed Lambert of Birch Run Financial delve into the 5 financial things you should take care of before the end of 2019, including:

• Maxing out your retirement plans
• Checking on Required Minimum Distrubutions (RMD's)
• Tax Loss Harvesting - is it right for you?
• Creating a Holiday/End-of-Year Budget
• Considering a Roth Conversion

Resources:
Birch Run Financial Website
Email Alex: ACabot@birchrunfinancial.com
Email Ed: ELambert@birchrunfinancial.com
Call Alex and Ed: 484-395-2190

Find Alex on LinkedIn

Find Ed on LinkedIn