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Important Mid-Year Financial Considerations
Manage episode 432854005 series 3419234
Kandungan disediakan oleh Creative Planning and John Hagensen. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Creative Planning and John Hagensen 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.
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.
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