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Ep 33: What you need to know before year end
thefinancialpurpose.substack.com
Ep 33: What you need to know before year end
Are you financially ready for year end? In this episode I share a few factors to consider, including retirement planning, tax planning, 529 planning, and estate planning. Buckle up and take notes!
Nov 30, 2023
The Financial Purpose Podcast
Straight talk about aligning Business, Money, and Investing to your financial purpose.
Straight talk about aligning Business, Money, and Investing to your financial purpose.Listen on
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Ep 33: What you need to know before year end