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Your Year-End Financial Checklist

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Manage episode 513768086 series 3083183
Content provided by WHZ Strategic Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WHZ Strategic Wealth Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. In this episode, WHZ Managing Partner, Advisory Leisl Langevin shares what to know and do right now.

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

  continue reading

171 episodes

Artwork
iconShare
 
Manage episode 513768086 series 3083183
Content provided by WHZ Strategic Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WHZ Strategic Wealth Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. In this episode, WHZ Managing Partner, Advisory Leisl Langevin shares what to know and do right now.

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

  continue reading

171 episodes

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