Episode 96: Three Action Items to wrap up the Year with Melissa Joy

Episode 96: Three Action Items to wrap up the Year with Melissa Joy

In this episode Melissa Joy, CFP, ® discusses what you should do in these last few days of 2021 to get your financial year wrapped up. She shares valuable insight on things we should review in retirement planning, money mindset, and investing before we ring in the new year. You will learn: What contributions need…

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Episode 90:Year-End Financial Planning Moves with Hannah Near

Episode 90:Year-End Financial Planning Moves with Hannah Near

In this episode, Melissa Fradenburg, and Hannah Near, CFP, ® CPA discuss what you can do in the last 5 weeks of the year to get your finances in order. We all know how chaotic this time of year can become with the holiday season approaching. Hannah shares valuable insight on things we should review…

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