• Wealth Management Topics We Are Discussing Now

  • Mar 3 2025
  • Length: 22 mins
  • Podcast

Wealth Management Topics We Are Discussing Now

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  • Summary

  • Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth Conversions, and Donor Advised Funds.

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