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3 Financial Strategies You and Your Advisor Should Consider Before December 31st

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Manage episode 448854767 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski 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.

At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill.

On today's show, we discuss three financial strategies that you and your advisor should consider before December 31st.

  continue reading

244 episodes

Artwork
iconShare
 
Manage episode 448854767 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski 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.

At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill.

On today's show, we discuss three financial strategies that you and your advisor should consider before December 31st.

  continue reading

244 episodes

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