Sep 30 2024 40 mins
🎙️💡 In this episode of Dollars & Sense, Joel delves into the concept of reinvestment risk with CDs ahead of the "maturity tsunami" over the next year. 🌊💰 He also sheds light on how potential changes in tax policies under the next president could add further complexity to our tax system. 🏛️💸 Additionally, Joel shares three practical steps to help you catch up if you feel behind in your retirement planning, providing a roadmap to secure your financial future. 🛤️🌟 #FinancialPlanning #TaxPolicy #RetirementPreparedness #ExpertAdvice #DollarsAndSense