The year is almost over and that means it’s time to focus on those things you might have been pushing off until these final months of the year.
In this episode, Matthew Blecker outlines five key processes you might want to consider revisiting before the year end. He explains how having enough Money in the bucket is important when riding out any bear market in stocks or bonds and making sure you are protected in the case where the Economy takes a big hit.
Matthew discusses:
- Which of your buckets should be refilled and maintained going into 2023
- The importance of rebalancing your portfolio on a timely basis
- How you can adapt your portfolio to the tax bracket you are in for more effective planning
- And more
Connect With Eastern Planning:
Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.
A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.
A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.
