In this episode of Watts on Wealth Radio, Barry Watts and Ralph Hibbs discuss the importance of year-end financial planning and tax strategies. They reflect on the Y2K event and celebrate Dick Van Dyke's 99th birthday. Barry highlights key considerations for year-end reviews, such as investment performance, healthcare costs, and tax planning, while emphasizing the benefits of Roth conversions and strategic tax management. The conversation also covers retirement planning, Social Security, and college funding, with a focus on risk management and prioritizing personal financial security. Tune in for practical tips to close the year with a strong financial foundation.

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- 037. Plan Ahead for Taxes -

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