Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here.
The 2-page PDF guide includes every important number you'll need for your retirement & tax planning next year.
Updated federal income tax brackets, AMT annual limits, standard deductions, Social Security taxation summary, estate and gift tax annual limits…and more.
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In our final episode of the year, I'm taking a break from the usual nerdy retirement planning talk to share twelve (12) insightful, fun, and humourous investing statistics.
These stats cover topics such as:
➤ The McRib Effect: Can a fast-food favorite influence markets?
➤ Shiller P/E Ratio History: What does this popular valuation signal suggest for the market's future?
➤ Netflix Drawdowns: A stock’s wild history of recovery.
➤ Berkshire Hathaway: A long-term (unbelievable) investment story unfolds.
➤ Pet Spending: A surprising shift in American priorities.
Whether you’re a market enthusiast or just here for the entertaining stories, you’ll love this lighthearted yet insightful end-of-year episode.
Thank YOU for making this year so special by tuning in and engaging with the show.
Enjoy the holidays, reflect on the year behind us, and prepare to dive into 2025 with fresh market insights and retirement planning strategies.
Here’s to "staying wealthy" next year and beyond! 🎉
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EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
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