At this point of the year, most people have gotten their tax return filed for 2024. So now it’s time to turn our attention to planning for this year. Let’s discuss the tax code updates that you should know about…
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market fluctuations, establishing legacy plans, or reviewing Medicare options, each discussion is designed to help listeners consider steps suited to their circumstances. Tune in for straightforward guidance that demystifies retirement topics and empowers you to make informed decisions about your financial journey.
