The Importance of Year-End Tax Planning

Episode Description: It goes without saying, but we’ll say it anyway, this is one of the most important windows for Year-End Tax Planning. We’re going to discuss how giving a little attention now can make a big difference when tax season is here. Helping us this episode is Jeremy Hus, Vide-President of Financial Planning with Barnum Financial Group, to educate our listeners on this topic.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: The Importance of Year-End Tax Planning

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Barnum Financial Group is a marketing name of Barnum Financial Group, an office of MetLife and its affiliates. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 6 Corporate Drive, Shelton, CT 06484.