In this recording - Sharaz Khan, CFP, Investor Advisor Representative, Cetera Investors goes over last-minute things that you should take care of financially before ending the year such as:
Chapters
00:00 Introduction and Community Engagement
03:24 Year-End Financial Checklist Overview
06:15 Choosing the Right Financial Advisor
09:13 Life Changes and Their Financial Implications
12:01 Tax Considerations for Year-End Planning
15:13 Retirement Planning Essentials
18:15 Investment Strategies and Review
20:52 Insurance and Beneficiary Updates
23:47 Estate and Legacy Planning
26:41 Sharia Investment Process and Q&A
31:21 Exploring Halal Investment Options
32:35 Navigating Required Minimum Distributions (RMDs)
34:00 The Value of IRAs and Avoiding Riba
36:25 Choosing Between Roth and Traditional 401(k)s
37:39 The Importance of Financial Education
39:53 Investment Strategies for 1099 Contractors
41:08 Understanding RSUs and Tax Implications
45:11 Strategies for Managing Equity in Acquisitions
48:33 Leveraging Professional Financial Advice
50:49 Addressing Financial Literacy in the Community