Financial planning during tax season episode artwork

EPISODE · Jan 13, 2026 · 5 MIN

Financial planning during tax season

from South Carolina Business Review · host Mike Switzer

It’s a new year, and before you know it, those 1099s will start arriving, and that signals the start of tax season.  Our next guest says that getting organized now is important, and to start listing those tax items that don’t show up on those tax forms.  Mike Switzer interviews Francesca Passen, a certified financial planner with Hobbs Group Advisors in Greenville, SC.

Episode metadata supplied by the publisher feed · Published Jan 13, 2026

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Financial planning during tax season

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This episode was published on January 13, 2026.

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