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Retire With Integrity Podcast with Brian Bowen

Nov 23, 2021

What are you doing for year-end planning? Have you met with your financial advisor yet to discuss these things?


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Today's show schedule: 

0:12 - What can you be doing for end-of-the-year planning?

3:02 - Should you do a Roth conversion?

7:45 - What do CPAs think?