The Max Your Dash Podcast

Episode 9: The Q4 List You NEED


Listen Later

In today's episode, Mark joins Steve and Nate to compile a list of personal finance "to do's" you should complete prior to year end! Have you done your tax-loss harvesting yet? What about Roth Conversions? Giving any money to charity? Check them off as you listen!

...more
View all episodesView all episodes
Download on the App Store

The Max Your Dash PodcastBy Max Your Dash Financial Advisors