End of Year Planning - Knowledge Base Podcast

In this episode, we sit down with Joe Buhrmann, MBA, CFP®, CLU®, ChFC®, Advisory Financial Planning Practice Management Consultant, to chat about year-end planning considerations. Joe shares several ideas to consider incorporating into your own practice for wrapping up the current year while also positioning yourself and your firm for a solid start to the upcoming year.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.