Episode 2022
Octopus and Inflation - What's the catch? S3
Professional Edge · SEAN G. TODD, Esq., M. Tax, CFP®, CPA
June 23, 202215m 37s
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Show Notes
What does an Octopus have to do with Inflation?
- Inflation Adjustments
- Bonds
- Preferred Stocks
- Equities
- Create a Tax Asset
- Is now the time to make a gift
- Sequence of Return Risk
- Emotional Reaction
Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning?
Taking advantage of THE BUNDLE
To a prosperous and happy 2022!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan - done: THE BUNDLE