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Kandungan disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Westwood One Podcasts and Cumulus Providence atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Year-End Prepping

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Manage episode 450020324 series 2280163
Kandungan disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Westwood One Podcasts and Cumulus Providence atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
December deadlines are fast approaching, and we’re here to help you put a bow on your finances so you can settle in and enjoy your holidays. Donna discusses items to consider for your year-end planning checklist, such as gifting, payroll deferrals, charitable giving, RMDs, portfolio rebalancing, and more. Also on MoneyTalk, features and benefits of different types of annuities. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

65 episod

Artwork
iconKongsi
 
Manage episode 450020324 series 2280163
Kandungan disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Westwood One Podcasts and Cumulus Providence atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
December deadlines are fast approaching, and we’re here to help you put a bow on your finances so you can settle in and enjoy your holidays. Donna discusses items to consider for your year-end planning checklist, such as gifting, payroll deferrals, charitable giving, RMDs, portfolio rebalancing, and more. Also on MoneyTalk, features and benefits of different types of annuities. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

65 episod

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