Mark Halpern's Year-End Financial To-Do List
Zoomer Week in Review · Zoomer Podcast Network
December 30, 20196m 54sbonus
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Show Notes
There's one holiday list that isn't about being naughty or nice. Before clinking the New Year's champagne glasses, we should all sign off on a year-end financial checklist to put us in the best position for tax time. Libby went over it with Mark Halpern of WEALTHinsurance.com
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