EPISODE · Dec 1, 2021 · 53 MIN
Episode 9: The Q4 List You NEED
from The Max Your Dash Podcast · host Max Your Dash Financial Advisors
In today's episode, Mark joins Steve and Nate to compile a list of personal finance "to do's" you should complete prior to year end! Have you done your tax-loss harvesting yet? What about Roth Conversions? Giving any money to charity? Check them off as you listen!
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Episode 9: The Q4 List You NEED
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