3rd and 4th Quarter Planning To-Do List, Part 2

By |2019-09-05T05:00:30+00:00September 5th, 2019|Podcast|

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. We continue to go through our checklist of items to consider as the year begins to wind down in this follow up conversation to last week's podcast.

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3rd and 4th Quarter Planning To-Do List, Part 1

By |2019-08-22T05:00:58+00:00August 22nd, 2019|Podcast|

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. Especially if you are retired, or planning to retire soon. Are you focusing on the right things? Listen to today’s podcast to find out.

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