Financial Focus – September 13th, 2023

Financial Focus – September 13th, 2023

James Nelson joins Nate Kreinbrink in this week’s episode of Financial Focus to discuss the importance of financial planning in the fourth quarter of the year. They touch on topics like retirement account contributions, Roth conversions, tax withholdings, portfolio rebalancing, and the changing landscape of retirement savings.

Financial Focus – September 13th, 2023

Financial Focus – August 30th, 2023

In this week’s episode of Financial Focus, Nate Kreinbrink walks us through various financial planning topics, such as the importance of reviewing budgets, considering contributions to retirement plans, checking investment portfolios, updating beneficiaries, and tax loss harvesting as part of a comprehensive financial roadmap.

Financial Focus – September 13th, 2023

Financial Focus – August 9th, 2023

Welcome this week’s edition of Financial Focus, where Nate Kreinbrink discusses retirement planning and readiness, emphasizes the importance of assessing one’s expenses and financial situation in preparation for retirement, and also covers topics such as budgeting, handling expenses, healthcare insurance, finding purpose in retirement, and making the transition from a regular paycheck to retirement income.