Close the Year and Start Well
Dec 14, 2022•26 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Brent chats with Rachel Sass about how to close out 2022 and make 2023 a success. They discuss 401(k) and IRA contributions, charitable giving, loss harvesting, and talking about money and finances with family. Rachel Sass is an experienced estate and tax planning attorney in Arizona. Ms. Sass has helped clients throughout Arizona establish their […]
For the best experience, listen in Metacast app for iOS or Android