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Replay:  Wealth Wednesday live 1/12/2023 Thumbnail

Replay: Wealth Wednesday live 1/12/2023

Insights Investment Tax Planning Retirement Planning Investing

In Case You Missed It - Watch the Replay of our Live Show



Watch on You Tube:  Live Show 1/1/2023


Here is what we talked about:

  • 0:00 - Intro 0:32 - A Brief Review
  • 0:57 - After a difficult year, where do we go from here?
  • 4:29 - Is ESG something you consider when building portfolios for clients?
  • 5:57 - Are bank deposits safe in a recession? Can I claim any of my account declines on my taxes? How much cash should I have on hand during a recession?
  • 10:34 -  Do you think we will see prices go up as much in 2023 as they did in 2022? 12:34 - What information do you need for taxes?
  • 13:32 - I turned 72 this year, do I have to start taking money from my IRA?
  • 14:42 - If we have a recession, does that mean the stock market is going to go down even more?
  • 16:38 - What is the most important thing to consider when looking at your 401(k) plan?
  • 20:10 - What are the biggest challenges we see for our clients in 2023?
  • 25:37 - Outro