Listen "Year-End Checklist"
Episode Synopsis
The fourth quarter is here and it’s time for savvy, strategic investors like you to take action. Creating a tax-efficient, inflation-adjusted income strategy now can help you stay ahead of the game later. On this week’s show, Pat tells you what should be on your year-end checklist, PLUS we’ll cover the three stages of retirement. Don’t miss it!
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.