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Archive: 2018 ()

002: Investing with Emotion

Great real world examples of why you shouldn’t let emotion get in the way of good decision making.

Posted 12/23/2018 10:31 PM

001: Year End Tax Planning Tips

In this episode Patti Brennan and Eric Fuhrman discuss Year End Tax Strategies, Roth IRA’s, Tax Loss Harvesting, QCD’s, 529 Contributions, Roth Conversions and much more.

Posted 12/07/2018 02:34 PM