• How procrastination can lead to financial and relational issues

  • 2024/11/12
  • 再生時間： 29 分
  • ポッドキャスト

How procrastination can lead to financial and relational issues

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  • John Blanchard discusses the critical importance of meeting financial deadlines, particularly as the year-end approaches. He emphasizes strategies for maximizing income and minimizing taxes, including the significance of Roth conversions and proactive tax planning. The conversation also delves into the necessity of planning for future healthcare needs and estate management.

    Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

John Blanchard discusses the critical importance of meeting financial deadlines, particularly as the year-end approaches. He emphasizes strategies for maximizing income and minimizing taxes, including the significance of Roth conversions and proactive tax planning. The conversation also delves into the necessity of planning for future healthcare needs and estate management.

Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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