Peeling Back Money and Life
End of Year Financial Planning and Strategic Investment Tips
December 18, 2023
In this episode, hosts Casey and Mike focus on year-end financial planning, beginning with discussions on unrealized losses in taxable accounts and required minimum distributions (RMDs). They explain how an individual can offset realized gains or ordinary
Peeling Back Money and Life with Mike and Casey features wisdom involving our financial health and our overall well-being. Each week, we invite you to join us as we explore the intricate layers of money, life, and personal growth, offering a unique blend
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