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Konten disediakan oleh Joel Garris and Joel Garris of Nelson Financial Planning. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joel Garris and Joel Garris of Nelson Financial Planning atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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The Upcoming Maturity Tsunami

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Manage episode 442811480 series 2315381
Konten disediakan oleh Joel Garris and Joel Garris of Nelson Financial Planning. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joel Garris and Joel Garris of Nelson Financial Planning atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
🎙️💡 In this episode of Dollars & Sense, Joel delves into the concept of reinvestment risk with CDs ahead of the "maturity tsunami" over the next year. 🌊💰 He also sheds light on how potential changes in tax policies under the next president could add further complexity to our tax system. 🏛️💸 Additionally, Joel shares three practical steps to help you catch up if you feel behind in your retirement planning, providing a roadmap to secure your financial future. 🛤️🌟 #FinancialPlanning #TaxPolicy #RetirementPreparedness #ExpertAdvice #DollarsAndSense
  continue reading

306 episode

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iconBagikan
 
Manage episode 442811480 series 2315381
Konten disediakan oleh Joel Garris and Joel Garris of Nelson Financial Planning. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joel Garris and Joel Garris of Nelson Financial Planning atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
🎙️💡 In this episode of Dollars & Sense, Joel delves into the concept of reinvestment risk with CDs ahead of the "maturity tsunami" over the next year. 🌊💰 He also sheds light on how potential changes in tax policies under the next president could add further complexity to our tax system. 🏛️💸 Additionally, Joel shares three practical steps to help you catch up if you feel behind in your retirement planning, providing a roadmap to secure your financial future. 🛤️🌟 #FinancialPlanning #TaxPolicy #RetirementPreparedness #ExpertAdvice #DollarsAndSense
  continue reading

306 episode

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