This week on the Art of Money Podcast, Art McPherson and Luke McCarty discuss the importance of a mid-year checkup for financial planning. They highlight the significance of mid-year tax reviews and tax planning strategies, such as Roth conversions. They also address the potential impact of the expiration of the Trump tax cuts and provide advice on how to prepare for it.
For more information visit www.artofmoneyradio.com
See omnystudio.com/listener for privacy information.