Episode 63 - October 2025

In this month's episode, we cover these topics:Market Update (Starts at: 1:02)Bond Market Insights (2:29)Client Communications & Changes (3:45)Year-End Financial Considerations (7:01)Beneficiary Review Importance (9:06)Charitable Contributions and Deadlines (9:55)Market Focus (10:31)Interest Rate Policy Discussion (15:09)Looking Ahead (19:42)

Episode metadata supplied by the publisher feed · Published Nov 21, 2025

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Episode 63 - October 2025

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This episode is 22 minutes long.

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This episode was published on November 21, 2025.

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