Important Money Decisions: Taxes, Investing, and Benefits | Retirement Lifestyle Show скачать в хорошем качестве

Important Money Decisions: Taxes, Investing, and Benefits | Retirement Lifestyle Show

In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses important financial decisions related to taxes, investing, and benefits. He emphasizes the significance of maximizing employer plans, understanding 529 plans, and developing effective investment strategies in a volatile market. The episode also covers the advantages of health savings accounts, the necessity of reviewing beneficiaries, and the importance of being aware of tax filing deadlines and IRA contributions. Chapters 00:00 Important Money Decisions: Taxes, Investing, and Benefits 03:13 Understanding 529 Plans and Their Flexibility 05:35 Investment and Tax Strategies for 2026 07:24 Health Savings Accounts: A Triple Tax Advantage 08:51 The Importance of Reviewing Beneficiaries 10:14 Preparing for Tax Filing Deadlines and Contributions Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL239 – Important Money Decisions: Taxes, Investing, and Benefits" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA... iTunes: https://podcasts.apple.com/us/podcast... Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com   / roshanloungani     / roshanloungani     / retirewithroshan     / adrian-nicholson-74b82b13b   #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani serves clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.