The Financial Purpose Podcast

Ep 33: What you need to know before year end


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Are you financially ready for year end? In this episode I share a few factors to consider between now and December 31st, including retirement planning, tax planning, 529 planning, and estate planning. Buckle up and take notes!



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The Financial Purpose PodcastBy Dale Shafer II, CFP®, APMA®, CDFA®