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Important Mid-Year Financial Considerations

EPISODE · Aug 6, 2024 · 38 MIN

Important Mid-Year Financial Considerations

from Rethink Your Money · host Creative Planning, Scott Schuster, John Hagensen

It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could affect you.

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Important Mid-Year Financial Considerations

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