
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.

3,259 Listeners

2,000 Listeners

852 Listeners

445 Listeners

811 Listeners

757 Listeners

549 Listeners

2,023 Listeners

3,092 Listeners

2,155 Listeners

927 Listeners

829 Listeners

154 Listeners

1,067 Listeners

143 Listeners