Year End Tips and Tricks to Manage your Portfolio

from The REI Concierge Podcast · host The REI Concierge - Lisa Tilstra & Tim Robinson

Hey there! Tim and Jean share great tips today about organizing yourself for the year's end, which is nearly upon us!Listen in, get some ideas, add your own and decrease your stress when it comes time for taxes!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with JeanLearn more at thereiconcierge.com

What this episode covers

Hey there! Tim and Jean share great tips today about organizing yourself for the year's end, which is nearly upon us! Listen in, get some ideas, add your own and decrease your stress when it comes time for taxes! Connect with us: Schedule a call with Tim Schedule a call with Lisa Schedule a call with Jean Learn more at thereiconcierge.com Connect with us: Schedule a call with Tim Schedule a call with Jean Learn more at thereiconcierge.com

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Year End Tips and Tricks to Manage your Portfolio

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This episode is 36 minutes long.

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This episode was published on November 9, 2022.

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