Podcasts Government For Your Benefit On Target: Financial Goals for 2023

On Target: Financial Goals for 2023

Published: Jan. 24, 2023, 3:55 p.m.

January 23, 2023\xa0on\xa0ForYourBenefit, our host Bob Leins, CPA\xae, welcomes Joe Sullender, CFP\xae.\xa0It\u2019s the beginning of a new year.\xa0Are you on target to reach your financial goals?\xa0Today\u2019s discussion will focus on key concepts including:\n\nBuilding an asset allocation plan for your goals\n\nUnderstanding risk\n\nWhat to focus on when the market is down\n\nRoth conversions\n\nTSP contributions & catchup changes\n\nManaging TSP in retirement\n\nFor questions or comments, email us in advance at\xa0ForYourBenefit@nitpinc.com