EPISODE · Dec 30, 2019 · 6 MIN
Mark Halpern's Year-End Financial To-Do List
from Zoomer Week in Review · host Zoomer Podcast Network
There's one holiday list that isn't about being naughty or nice. Before clinking the New Year's champagne glasses, we should all sign off on a year-end financial checklist to put us in the best position for tax time. Libby went over it with Mark Halpern of WEALTHinsurance.com
What this episode covers
There's one holiday list that isn't about being naughty or nice. Before clinking the New Year's champagne glasses, we should all sign off on a year-end financial checklist to put us in the best position for tax time. Libby went over it with Mark Halpern of WEALTHinsurance.com
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Mark Halpern's Year-End Financial To-Do List
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