Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the Greensboro, Georgia. Serving the lake country and beyond.
We’re diving into the biggest financial updates to wrap up the year, including post-election impacts, rising insurance costs, and tax planning strategies. Discover new 401(k) contribution limits and how Roth accounts could play a bigger role in your financial future. Don’t miss these essential insights for starting 2025 on the right foot!
Read MoreSocial Security is a topic that many pre-retirees worry about. They fear the benefit will suddenly disappear when they get to retirement, or they will only receive a portion of the benefit that they were expecting. However, there are small changes that can be made over time and we will discuss what can be done on today's episode.
Read MoreIt seems like the news is bad everywhere you turn. It's hard not to develop a bit of a negative mindset these days. So, we're going to try to counteract that on today's show with lots of talk about innovation, problem-solving, advancement and just general good news. We hope you'll find that despite all the bad news there are still plenty of reasons to stay positive and that there are lots of lessons to be learned.
Read MoreOn the previous episode, we explored some tax trap doors in the financial world. On this edition of the podcast, we'll specifically look at some tax trap doors that live inside our 401(k)s. We'll learn the lesson that sometimes going for the short term benefit could cost us in the long run.
Read More
