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Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make. Jeff is joined by Cathi Ingersoll, Jeff Tomaneng, and Scott Birmingham to discuss topics such as estate planning and Roth...
Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make.
Jeff is joined by Cathi Ingersoll, Jeff Tomaneng, and Scott Birmingham to discuss topics such as estate planning and Roth conversions.
