Happy Thanksgiving, PFR Nation!

What a ride 2024 has been.  You all were a HUGE part in making this year so exciting.  Listen, it’s a lonely business that I chose…being a rogue financial planner in the independent space.  However, I wouldn’t trade it for the world. 

Given it is the season of gratitude, of course I want to give a shoutout to my team!  Zack, The Podcast Man.  Amy, our Client Services Associate.
 Mason, my shorts/social media editor.  And of course, Roberto, the backbone of our financial planning process.  I could not do what I do without all of you, and I just want to thank you for the impact you are making on the families we serve.  

So, It is the end of another year, it’s hard to believe.  For our practice, this is when we do a our end of year tax planning.  We are not only looking at opportunities for 2024, but opportunities in 2025 and beyond.  Given we are firmly planted in our tax planning season, I thought I’d share some tips and tricks for you to consider in your own retirement planning journey.  

I hope this helps.  My only ask is that you share this with a friend or family member who is “PFR Nation” caliber as I can guarantee they will also find value
in our content.  Much appreciated!

-Kevin 

Resources:

• Whiteboard Fireside Chat playlist

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