The Retirement Clinic-7-3-21 – Managing Your Taxes & Portfolio

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Aaron Spitzner and Marie McFarland discuss the significance of compound interest through the unique story of former baseball legend Bobby Bonilla, explain tax changes between 2020 and 2021, and share insights for rebalancing your portfolio.

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This episode is 45 minutes long.

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This episode was published on July 14, 2021.

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