Inevitable Wealth
Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe.
Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.
Inevitable Wealth
Ep. 6 - Countdown to Savings: Essential Year-End Financial Strategies
Over the next 35 days, you may have the opportunity to make significant financial moves. Our hosts, Guilian DiLeonardo & Jacky Petit-Homme break down complex topics into actionable steps, helping you navigate the year-end financial landscape with ease.
Join Jacky & Guilian as they unwrap year-end financial tips in a relaxed, easy-to-follow chat. From boosting your retirement savings to smart tax moves, this episode is your cozy guide through the financial to-dos before the New Year bells ring
Highlights:
✨ Max out those 401(k)s and IRAs.
✨ Navigate capital gains and losses like a pro.
✨ Charitable giving: good for the heart and your taxes.
✨ Peek into 2024: What's new and what matters.
Pour yourself a cup of something nice and tune in for insights that could save you big.
