July has been a better month for the market, but most portfolios still remain negative for the year and inflation continues to stymie any hopes for economic recovery. Donna offers some short term planning strategies that investors can take advantage of, such as budget tightening, initiating a Roth conversion, and tax loss harvesting. Also on MoneyTalk, Donna discusses the importance of cultivating strong social networks to improve longevity in retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: July 25, 2022

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