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Did Someone Say “Election Year”?
Episode 96

Did Someone Say “Election Year”?

It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency.

Rethink Your Money · Candace Varner, Creative Planning, John Hagensen

June 10, 202441m 56s

Show Notes

It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency.

Topics

john hagensendiversificationstockssocial securitywealthcreative planningtax planningelectioninflation401kfinancial wisdomfinancefinancialstock marketmoneyestate planningretirementtaxestax strategyfinancial planinvestingeducationinvestments