“Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.
In this episode, Lyndsey and Leyah are joined by JGUA Senior Financial Advisor Amanda Herrick Smith, CFP® discuss the topic, “Year-End Financial Strategies”. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].
Read the full episode transcript HERE.
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