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My Two Cents

My Two Cents

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December 9th 2020: Potluck

This week's episode covers a smorgasbord of planning topics. J.R. begins with timely year-end tax planning concepts for this most unusual year. In the second segment, he discusses developments in the retirement planning software space and shares his two cents about the merits and limitations of retirement simulation apps. In the third segment, J.R. will talk story with Jessica about some of his more memorable financial planning adventures. Tune in to a personal finance talk show unlike any other.

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