Important Mid-Year Financial Considerations

06/08/2024 38 min Episodio 104
Important Mid-Year Financial Considerations

Listen "Important Mid-Year Financial Considerations"

Episode Synopsis

It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could affect you.