Join Roger Balser as he unravels the psychological clutches of loss aversion impacting financial decisions. Explore strategies like the Overnight Test to shift perspectives, enabling rational choices aligned with long-term financial goals. A journey to financial liberation awaits.

Those who grumble about taxes come in two flavors: men and women. Now, we all know Uncle Sam isn’t exactly the life of the party, but guess what? You can mend that strained relationship with the right tax game plan! Tune in to today’s episode of “My Two Cents”, where Roger spills the beans on how a proactive tax strategy can help trim your tax bill and set you up for a cozier retirement.

As we near the year’s end, it’s a perfect time to give your finances a checkup and plan for the upcoming year. Join Roger Balser as he discusses what’s changing with Secure Act 2.0 and helps you put together a simple checklist to ace tax planning and prep for 2024.

HERE’S WHAT YOU’LL PICK UP:

• Finding the right tax deadlines for your situation
• Maximizing year-end tax strategies and planning
• What to talk about with your CPA to avoid money mishaps 
• A brief overview of the Secure Act 2.0 and how it affects your money

Click here to DOWNLOAD CHECKLIST