Episode Details

2024 isn’t over yet. So here are 10 smart money moves to make right now. Saving money should be a year-round endeavor, but life gets in the way just like anything else. So with 2024 coming to a swift, thankful end, take advantage of the fourth quarter to accelerate your financial acumen, bolster your balance sheet and successfully springboard into the new year. Danny and Matt share year-end financial planning tips , smart money moves, and tax-saving strategies for the end of the year; plus investment adjustments for year-end, and a personal finance checklist for 2024. SEG-1: Investors Are Too Focused on Near-Term SEG-2: When Will Valuations Matter Again? SEG-3: Open Enrollment Strategies SEG-4: Year End To-do's Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=-GA2ZIzl8ws&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1900s ------- Articles mentioned in this report: "10 Smart Money Moves to Make Right Now" https://realinvestmentadvice.com/10-smart-money-moves-to-make-right-now/ ------- The latest installment of our new feature, Before the Bell, "Markets' Best Since 2018" is here: https://www.youtube.com/watch?v=DVTVr2sHG74&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=1s ------- Our previous show is here: "Fact-checking Paul Tudor Jones & Stanley Druckenmiller" https://www.youtube.com/watch?v=esqhIBreVZ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #YearEndPlanning #SmartMoneyMoves #TaxSavings #FinancialChecklist #PersonalFinanceTips #EarningsSeason #LoweredExpectations #PaulTudorJones #StanleyDruckenmiller #MarketOutlook #InvestmentPredictions #HedgeFundInsights #MarketsHedging #FundOutperformance #BondRatings #LehmanBrothers #GovernmentSpending #SpendingCuts #FederalBudget #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing