End-of-Year Planning

Your Money Momentum

At this point, you’re probably wondering if the Fed is shooting darts, or if they actually know what they’re doing when it comes to interest rates. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the Fed, Japanese equities, and dig into some end-of-year planning strategies.

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Central Bank Roundup: 00:00—Intro 02:00—Will the Fed hike again? Is the Fed shooting darts?06:58—Bank of Japan and Japanese equities

Role Play: 10:44—JP Morgan Jamie Dimon 13:05—ARK Invest Cathy Wood 14:48—Open AI Sam Altman17:12—Stephen A. Schwarzman 19:23—Venture Capital and Mark Anderson

Five Good Minutes: Taxes and end-of-year planning 21:17—Tax loss harvesting 23:50—Charitable giving 25:36—Pre-tax accounts like 401(k) and IRA 27:27—Changes for 2024

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.

Listen in to the Your Money Momentum podcast published twice monthly. If you like this end-of-year planning episode, check out our previous show Open Enrollment Tips, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

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