On this week’s episode of Tape Talk, Quint and Daniel discuss eight steps you can take in the months ahead to increase your odds of financial success as the year closes out.


Hong Kong headlines have quieted down and Trump tweets arrows at the Fed this week. However, the market hasn’t been stumbled by much as far as news goes this week. In fact, the market spent most of the week marching back towards highs like it was drawn by a siren’s song.

8 Steps to Success Now

  1. Rebalance
  2. Review bond bunds
  3. Tax manage your sells
  4. Send your RMD to charity
  5. Establish a SEP IRA, or another tax-saving account
  6. Pay off your bad debt, then all debt
  7. Check your diversification
  8. Know your “Required Rate of Return”