
Sign up to save your podcasts
Or


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 98.7 The Zone4.9
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.

3,231 Listeners

1,992 Listeners

846 Listeners

445 Listeners

809 Listeners

753 Listeners

547 Listeners

2,026 Listeners

3,083 Listeners

2,133 Listeners

923 Listeners

819 Listeners

147 Listeners

1,059 Listeners

151 Listeners