Episodes
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Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.
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Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth Conversions, and Donor Advised Funds.
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Episodes manquant?
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Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.
