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    financialadvisorpodcast

    Explore "financialadvisorpodcast" with insightful episodes like "Part 2 with Raven: Being the First or Only", "Year-End Tax Planning 2021", "Meet Certified Financial Planner Jeb Jarrell" and "The Plentiful Wealth Podcast is Coming!" from podcasts like ""Real Talk with Fanci and Steve", "Plentiful Wealth Podcast", "Plentiful Wealth Podcast" and "Plentiful Wealth Podcast"" and more!

    Episodes (4)

    Part 2 with Raven: Being the First or Only

    Part 2 with Raven: Being the First or Only

    Here is where multigenerational diversity intersects with racial diversity. Listen in while Raven Solomon discusses how growth is impacted with diversity. Her book: https://www.amazon.com/Leading-Your-Parents-Multigenerational-Millennials-ebook/dp/B07PB6G6MV

    Her Website:

    https://www.ravensolomon.com/

    Her LinkedIn Community:

    https://www.linkedin.com/in/ravensolomon/

     

    Year-End Tax Planning 2021

    Year-End Tax Planning 2021

    Episode 5:  Certified Financial Planner Jeb Jarrell discusses year-end tax planning.  There are some changes ahead, so Jeb will offer his perspective on how to determine if those changes will affect you and what you should plan for if they do.  He’ll address estate planning, tax planning and charitable giving.  The 3 topics often go together.

    Did You Like What You Heard Today?

    As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. 

    If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

    Thanks for listening!

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