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EP 28: Key Changes for 2024 and Planning Opportunities!

Jan 1, 2024

Happy New Year! Looking back at 2023, it was a whirlwind year that began with bank failures in March, continued fighting between Russia and Ukraine, a new war between Israel and Hamas, consistent increases in interest rates, and retreating inflation. In this episode, we recap 2023 market performance and consider the key changes and planning opportunities for 2024 that individuals should consider and implement. If you are interested in learning what’s changing as we roll into the new year and how you can update your financial plan to be prepared for the year ahead, we think you’ll enjoy this episode. Thanks for listening! For more details on key changes and planning opportunities for 2024, check out our blog post covering the same topic at https://pw-wm.com/learn/financial-planning/key-changes-for-2024-and-planning-opportunities/.

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For more details on certificates of deposit, check out our blog post covering the same topic.

About The Podcast Hosts

Steve & Nathan

Steve and Nathan have a passion for teaching others about finances and how to build the financial independence that is achievable with the proper planning. In their roles at Prairiewood Wealth Management, both Nathan and Steve focus on providing comprehensive financial advice to ensure their clients have a coordinated plan that covers all aspects of their finances including their investments, insurance, estate plan, and charitable giving goals.

As Certified Public Accountants (CPAs), both Nathan and Steve believe that one of the most overlooked aspects of financial advice is the tax impacts that result. Accordingly, a core focus of the advice they give centers on integrating tax strategy into the overall financial advising process.

Steve and Nathan are excited to share their knowledge through this podcast as well as their blog with the goal of helping you effectively manage your family’s wealth and ensure you have a comprehensive and coordinated plan for your future.

About Steve & Nathan