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What Dewey Do Episode 25: Your Year-End Financial Planning Check List!
What Dewey Do for year end financial planning? Well, listen before it's too late, because on Episode 25, Dewey and Bogey break down what your year-end financial checklist should look like! They talk about how everyone should have a to-do-list at the end of the year when it pertains to financial planning. They present it to you in Top 10 form. Enjoy!
Thank you for listening, please Rate, Share, and Subscribe!
What Dewey Do is a podcast by Great Lakes Wealth, and executively produced by Brand25 Media LLC. Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.
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By Great Lakes Wealth
4.3
7070 ratings
What Dewey Do for year end financial planning? Well, listen before it's too late, because on Episode 25, Dewey and Bogey break down what your year-end financial checklist should look like! They talk about how everyone should have a to-do-list at the end of the year when it pertains to financial planning. They present it to you in Top 10 form. Enjoy!
Thank you for listening, please Rate, Share, and Subscribe!
What Dewey Do is a podcast by Great Lakes Wealth, and executively produced by Brand25 Media LLC. Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.