15 Minutes of Finance
2 Gents 2 Cents: What to keep in mind as the year comes to a close
13 Dec 2024
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we break down good financial habits to exercise when years end. Check the yearly returns on your investments, ask your CPA some questions, and make sure your financial strategies are still in line with your goals.
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