<p>The end of the year is swiftly approaching.  What things should you consider before year end? In this episode we talk about many of the subjects that should be considered as you talk with your CPA and Wealth Planner.</p>

The end of the year is swiftly approaching. What things should you consider before year end? In this episode we talk about many of the subjects that should be considered as you talk with your CPA and Wealth Planner.

<p>The end of the year is swiftly approaching. &nbsp;What things should you consider before year end? In this episode we talk about many of the subjects that should be considered as you talk with your CPA and Wealth Planner.</p>

Conversations with Blake and Jarrett - Episode 3

In our first podcast we talk about the life cycle of investing - what to do at various points in your life.  Everything from budgeting to investing in High Growth, Growth, Equity Income, High Income, Income , and Real estate is covered.  Asset allocation through the three major phases of your investing lifetime - from accumulation, to transition, to distribution.  All the steps needed to get to Financial Independence - That point where you can do what you want in life and not what you have to.

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In our first podcast we talk about the life cycle of investing - what to do at various points in your life. Everything from budgeting to investing in High Growth, Growth, Equity Income, High Income, Income , and Real estate is covered. Asset allocation through the three major phases of your investing lifetime - from accumulation, to transition, to distribution. All the steps needed to get to Financial Independence - That point where you can do what you want in life and not what you have to.

In our first podcast we talk about the life cycle of investing - what to do at various points in your life. &nbsp;Everything from budgeting to investing in High Growth, Growth, Equity Income, High Income, Income , and Real estate is covered. &nbsp;Asset allocation through the three major phases of your investing lifetime - from accumulation, to transition, to distribution. &nbsp;All the steps needed to get to Financial Independence - That point where you can do what you want in life and not what you have to.

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Conversations with Blake and Jarrett - Episode 3

Conversations with Blake and Jarrett - Episode 3