4th Quarter Checklist; How's New Parenting Going?
Update: 2025-10-11
Description
This episode offers a crucial 4th Quarter Checklist to help you finish the year strong, covering year-end tax planning, required minimum distributions, and investment rebalancing. We then transition to a personal check-in on the financial realities of New Parenting, discussing strategies for budgeting for childcare, saving for college, and updating essential estate documents. Tune in for practical advice that addresses both your portfolio and the financial demands of a growing family.
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