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Sep 27, 2021 51 min

Fall Financial Moves to Make

from Something More with Chris Boyd Hosted by J. Christopher Boyd

Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make. Jeff is joined by Cathi Ingersoll, Jeff Tomaneng, and Scott Birmingham to discuss topics such as estate planning and Roth conversions.

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Fall Financial Moves to Make

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This episode was published on September 27, 2021.

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