Mr. Money Talks: Roadmap to Robust Financial Health (05/25/24)

In this pivotal episode of "Mr. Money Talks," Mark Rothstein, alongside a notable guest speaker, delivers an in-depth analysis of the current financial landscape. They explore how the Federal Reserve's policies influence mortgage rates and loans, the importance and nuances of setting realistic financial expectations, and the strategies to navigate the "survivor trap" in taxation after a spouse's demise. Delving into practical advice, the podcast equips you with the know-how to implement Roth conversions, optimize taxable accounts, and manage preemptive investment decisions for a fruitful retirement. From understanding the Fed's grip on the economy to smart tax planning and asset growth in 2024, this episode is a compass for anyone looking to enhance their financial literacy and secure their financial future.

 

Sources:

https://www.wsj.com/personal-finance/taxes/tax-strategies-surviving-spouses-535aa033

https://www.usatoday.com/story/money/personalfinance/2024/05/16/roth-401k-matches-tax-bill/73688471007/