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Episode Synopsis
On this episode of MoneyTalk, Nathan discusses a new strategies for unused 529 savings, how to lower your tax bill with qualified charitable distributions, challenges with budgeting, and how to determine your risk tolerance. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/21/2025; Original Air Date: 8/22/2023 & 3/18/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.
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