They say timing is everything, which is most definitely the case when it comes to year-end financial planning. That’s why Host Josh Bretl is bringing us his Top Six End-of-Year Considerations as we bring 2022 to a close. This episode of Retirement Equals Freedom (crisply choreographed with a big assist from Erin!) features a comprehensive “to do” list related to taxes, retirement account distributions and charitable giving that you’ll want to strategize about over the coming weeks (perhaps with help from your qualified advisor). You’ll also learn why it’s time to look at your Medicare coverage, whether now is the time to “harvest” losing stock picks and when it makes the most sense to opt for a Roth IRA conversion. The episode wraps with another round of that perennial favorite – Get to Know Josh and Dave – as well as a Dave Relates to Retirees that will leave you with a strange craving for pumpkin spice anything. And don’t forget a very important year-end homework assignment from Josh that’s applicable t
