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With the Thanksgiving holiday on Thursday, this week's show will only air on Saturday, November 29 before being available online.
Tune in as David discusses tax planning for 2025 - catch-up contributions, the One Big Beautiful Bill Act, Roth IRA conversions and handling finances with blended families.
David will also discuss a renewed effort from Congress to require 401(k) contributions by employers and employees... and a market update with Rod Holloway from CFCI.
By WGCL4.9
1515 ratings
With the Thanksgiving holiday on Thursday, this week's show will only air on Saturday, November 29 before being available online.
Tune in as David discusses tax planning for 2025 - catch-up contributions, the One Big Beautiful Bill Act, Roth IRA conversions and handling finances with blended families.
David will also discuss a renewed effort from Congress to require 401(k) contributions by employers and employees... and a market update with Rod Holloway from CFCI.

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