Tricks and Treats for Retirement This Halloween Season (Ep. 4)
As we get our front porches wrapped with spider webs and observe the leaves changing colors, it might be a good time to take one step forward in your retirement planning.
In this episode, Josh Leonard discusses some tricks and treats for retirement along with all the planning that goes into it as we head into the final quarter of the year. Additionally, he explains some ways to develop an efficient plan to take advantage of current market conditions, prepare for recessions before they come, and make smart health and tax decisions.
Josh discusses:
- How you can use tax loss harvesting to benefit your portfolio
- The benefits of a donor-advised fund
- Ways you could earn more with your savings accounts
- How to take advantage of the current market conditions
- And more
Resources:
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
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