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Year-End Prepping

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Manage episode 450020324 series 2280163
Indhold leveret af Westwood One Podcasts and Cumulus Providence. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Westwood One Podcasts and Cumulus Providence eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

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iconDel
 
Manage episode 450020324 series 2280163
Indhold leveret af Westwood One Podcasts and Cumulus Providence. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Westwood One Podcasts and Cumulus Providence eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

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