15 Years Before Retirement
02/06/25 • 32 min
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15 Years Before Retirement
Get your journey off to a great start with our financial resources: https://bit.ly/40M2tm3
Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1
Retirement Checklist: https://bit.ly/3Q5ODpS
Meet with Us: https://bit.ly/4hgDD4R
What is a Monte Carlo Sim: https://bit.ly/4aLRnSM
Kelce Trailer: https://youtu.be/ykBOKopGsow
American Bankruptcy Institute: https://www.abi.org/feed-item/how-athletes-go-bankrupt-at-an-alarming-rate
Trivia Source for Football Question: https://finance.yahoo.com/news/13-nfl-players-lost-millions-210001547.html
10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY
5 Types of Financial Plans: https://youtu.be/070KObJIAvI
Roth vs. Traditional with Marty James, CPA: https://youtu.be/bBdbMcmg4L8
Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI
Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g
Generational Wealth Management: https://youtu.be/nGDtTd34bRE
15 Years Before Retirement
Get your journey off to a great start with our financial resources: https://bit.ly/40M2tm3
Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1
Retirement Checklist: https://bit.ly/3Q5ODpS
Meet with Us: https://bit.ly/4hgDD4R
What is a Monte Carlo Sim: https://bit.ly/4aLRnSM
Kelce Trailer: https://youtu.be/ykBOKopGsow
American Bankruptcy Institute: https://www.abi.org/feed-item/how-athletes-go-bankrupt-at-an-alarming-rate
Trivia Source for Football Question: https://finance.yahoo.com/news/13-nfl-players-lost-millions-210001547.html
10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY
5 Types of Financial Plans: https://youtu.be/070KObJIAvI
Roth vs. Traditional with Marty James, CPA: https://youtu.be/bBdbMcmg4L8
Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI
Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g
Generational Wealth Management: https://youtu.be/nGDtTd34bRE
Previous Episode
Tax Tips in 10: 5 Tax Filing Errors to Avoid
Tax Tips in 10 or Less Ep. 005
5 Tax Filing Errors to Avoid
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Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1
Tax Rates Sunset in 2026: https://bit.ly/3PSJO37
Roth Conversion Case Studies: https://bit.ly/40F8bWK
Tax Reduction Strategies: https://bit.ly/4hgspgC
Meet with Us: https://bit.ly/40ENTwu
5 Reasons TO Do a Roth Conversion: https://youtu.be/MEs5rh62m28
2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU
2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI
Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw
Next Episode
Tax Tip in 10: Roth Five Year Rule
Tax Tips in 10 or Less Ep. 006
Roth Five Year Rule
Get your journey off to a great start with our financial resources: https://bit.ly/42JeZW1
Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1
Tax Rates Sunset in 2026: https://bit.ly/4jOacsm
Roth Conversion Case Studies: https://bit.ly/4aODfIr
Tax Reduction Strategies: https://bit.ly/40Ox5U8
Meet with Us: https://bit.ly/411bFo4
Roth 5 Year Rules: What You Need to Know: https://youtu.be/I6vMi1KcKTY
5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28
Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI
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