Watch Your Assets
In this episode, Steph is joined by Geno Lodovico of Lodovico & Associates to break down key tax tips and important changes you need to know heading into this year’s tax season. From planning smarter to avoiding common mistakes, this episode is packed with real-world insight and actionable value. #YTSWealthManagement #WatchYourAssets #Taxes #TaxSeason #FinancialPlanning #Podcast Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. YTS Wealth Website: https://www.ytswealth.com [https://www.ytswealth.com/] Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement [https://www.youtube.com/@YTSWealthManagement] Steph Bracken Email: sbracken@ytswealth.com
25 episodios
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