Preparing for 2025

In this episode, Ben and Brent discuss some of the possible economic implications of the election along with common year-end best tax optimization practices.  As we approach the end of the year and the start of 2025, one thing becomes clear: change is on the horizon.  Like viewing a hurricane from the shoreline, it’s tough to gauge the strength of its winds and the endurance of the force, but we know it is coming.

 

Download Our 2024 Year End Checklist - https://drive.google.com/file/d/1LoVkEDMscu6Lo-u91u-NxVh2cYdeQdKL/view?usp=sharing

 

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About your Hosts

 

Ben Jones

Managing Director, National Wealth Management Group

www.nwmgadvisors.com 

Author, www.karastick.com 

@thekaratstick

https://www.linkedin.com/in/ben-nwmg/

Follow Ben's Financial Newsletter 'Karat Stick' - https://www.karatstick.com/

 

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Brent Gargano, CFPⓇ

Founder & Advisor, Infinite Wealth Planning 

www.infinitewealthplanning.com

linkedin.com/in/brent-gargano-cfp®-2067b573

Read Brent's latest blog post, 'Election Update: What To Expect For Investments,' and follow his newsletter for more content --> https://infinitewealthplanning.net/election-update-what-to-expect-for-investments/

 

 

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Editor

 

Trevor Gargano

Financial Advisor Marketer

Trevor@nwmgadvisors.com

https://www.linkedin.com/in/trevor-gargano-72727b67/

 

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Disclosure

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

 

Please consult with a qualified legal professional to find out if any of the strategies discussed are right for you.  Neither Ben or Brent are licensed attorneys and cannot provide legal advice. 

 

Securities offered through LPL Financial, Member FINRA & SIPC..  Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.