Episode 141: Year End Planning with Melissa Joy
November 8, 2022
19 min
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Episode 141 · November 8, 2022
Episode 141: Year End Planning with Melissa Joy
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Episode 141: Year End Planning with Melissa Joy
Summary
Are you ready to end the year strong? With just 7 weeks left in 2022, Melissa Joy, CFP, ® and Melissa Fradenburg, CDFA, ® discuss year end financial planning. It's important to organize your financial "to-do's" and set intentions going into the new year. In this episode we will cover taxes, retirement contribution deadlines, Roth conversions, charitable giving, and cash reserves. Resources: Learn more about Melissa Joy, CFP ® and Pearl Planning.Sign up for our Year End Webin...
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