Mr Money Talks: Spring Financial Updates, Tax Planning, Retirement Savings, and More with Mark Rothstein (04/20/24- Recorded 04/13/24)

Written By Lizzy Kaufman

Join Mark Rothstein, aka Mr Money, as he provides valuable insights on the importance of reviewing and updating financial aspects during the spring season. From paying off credit card debt to starting an emergency fund, tax planning, retirement savings, and estate planning, Mark covers it all. Discover the significance of regular monitoring and seeking professional advice for informed decision-making. Learn about managing tax debt with the IRS, addressing notices promptly, and resolving past mistakes. Mark emphasizes the importance of financial planning, maximizing deductions, and optimizing retirement savings. Don't miss out on his tips for reviewing investment portfolios, understanding IRS notices, and navigating payment options. Get ready to make the most of your finances with Mr Money's expert advice.

Lizzy Kaufman
Previous

Mr. Money Talks: Achieving the American Dream, Retirement Savings, and Social Security Strategies (04/27/24- Recorded 03/02/24)
Next

Mr Money Talks: Navigating Market Volatility, Tax Strategies, and Estate Planning with Mark Rothstein (04/13/24)