End of Year Planning Tasks

Retirement Pathfinder with Barbara Lane & Phil Guske
28/12/2020 25 min Episodio 58
End of Year Planning Tasks

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Episode Synopsis

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.
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Pathfinder Wealth Management: http://pathfinderadvisory.com/
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