Host Laurie A. Siebert, CPA, CFP(r), AEP(r) reviews the financial topics most relevant to listeners that were covered in recent months and recaps the best “take- a-ways” in her Topic Roundup.
Laurie and her guest, Attorney Pete Iorio, from Fitzpatrick Lentz and Bubba discussed: Flexible...
Laurie and her guest, Carrie Ward, from Howard Hanna The Frederick Group discussed: Real...
Laurie discussed: More year-end tax review and considerations in job changes.
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