After a little bit of a summer break, I'm excited to be back in front of the microphone with you! In this episode, I share some of what I've been up to this summer and give you a glimpse into a couple of "can't miss" interviews coming out soon.
We also highlight 3 planning opportunities coming up soon:
- Medicare's "Annual Election Period"
- End-of-Year Tax Harvesting
- Who Benefits Most From a Roth Conversion
We close up today's show by attempting to clear up some of the confusion between the terms "Fee-Only" and "Flat-Fee."
Connect with Loren:
Resources discussed on today's show:
Medicare Readiness Report (Ep. 40)
Tax Harvesting for Year-End (Ep. 18)
Let's Get Clear About FEES (Ep. 22)
Fee Conversation (Ep. 57)
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