Presents? Check.
Tree? Check.
Decorations? Check.
Food and drink? Check.
A thorough review of your tax-loss harvesting options?
See, I knew you were forgetting something!
Believe me, I understand that your checklist for the month of December is probably spilling onto another page already. And it’s not much fun to sit around the fire and think about filing taxes in April. But there’s less than two weeks left to consider some moves that could have a major impact on how you wrap up 2019 and progress into 2020.
On our last episode of the year, we go through the important year-end planning decisions that you, your spouse, and your fiduciary advisor need to discuss before December 31st.
If I were to list some of the incredible things my good friend Joe Ratterman has accomplished in his life, the fact that he’s a Guinness World Record holder might not even crack the top ten.
After a successful career in which he worked to improve competitive balance in the financial markets, Joe had earned the potential for an easy, carefree retirement. But his values, his faith, and his commitment to helping others wouldn’t let him go dormant. Today, I consider Joe to be one of the leading humanitarians and philanthropists here in Kansas City. Joe is an inspiration to me, and to anyone looking for a way to make the second half of their life potentially more meaningful and fulfilling than the first.
On this very special episode, I’m honored to sit down with Joe Ratterman to discuss his views on the evolution of the financial markets, how his values informed some major business decisions, and what he’s doing right now to help Kansas City’s most vulnerable citizens.