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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Advisor Group's Technol-AG podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.advisorgroup.com for additional information. Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates ...
 
Back Bay Life Science Advisors brings you expert insights from our advisors and investment bankers in the world of BioPharma & MedTech. On this podcast, you’ll hear from our experts in life science development, commercialization, and investment banking, scientific investigators, biotech and medtech executives, physicians, and strategists who excel at guiding global life sciences companies and their investors through complex decisions. Join us for insights generated from in-depth scientific, ...
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington. Each week Michael will have guests with insights into economics, policy, finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where the markets are going. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are of ...
 
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The Bid

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The Bid

BlackRock

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The Bid breaks down what’s happening in the markets and explores the forces that are changing investing. Hear thought leaders from and outside of BlackRock discuss the trends shaping society and why they matter. Privacy policy: https://www.blackrock.com/corporate/compliance/privacy-policy This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation t ...
 
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Future Proof Talks

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Future Proof Talks

Future Proof | Wealth Advisors

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Focused on goals-based Wealth Management, Future Proof is an investment services platform geared towards Financial Advising and Risk Management. This podcast is for informational purposes only. Please visit https://www.futureproof.pt/en/contacts/ to contact us. Do you want more content and information about the world of investing? Stay tuned for updates on: - LinkedIn: https://www.linkedin.com/company/future-proof-holistic/ - Twitter: https://twitter.com/futureproof_wma
 
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Vice-President, Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finanace MBA and was a member of the Dean's list at the Asper School of B ...
 
How do advisors go about integrating their faith into their investment practice — and at what cost? Tune in monthly to hear from GuideStone Funds® as we dive into a multitude of topics, discussing the upside of faith-based investing and myth-busting several concepts along the way. If you want to learn more about how your clients’ Christian values can be paired with traditional investment strategies without compromising their beliefs in order to invest their money wisely, then this is the pod ...
 
Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing ...
 
Many people wonder if the stock market is their only vehicle for investment. Investment advisors are asked this very question but many are only able to offer conventional investment instruments such as mutual funds, index funds, options, etc. However, there are many other ways for people to invest beyond the stock market. Douglas Muir will share his experiences with these investment vehicles and how he was able to increase his profile while minimizing his risk. The Family Business Fund (FBF) ...
 
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BullCast

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BullCast

Bull Cast

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Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Net ...
 
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Family Office Podcast - Private Investor & Investment Insights

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Family Office Podcast - Private Investor & Investment Insights

Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC

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The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
 
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Inglorious Finance

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Inglorious Finance

Michael Macco & Patrick Stoa

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Financial advisors Mike Macco & Patrick Stoa educate, inform and entertain listeners on all aspects of personal finance. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Macco Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
 
Moneyweb Editor Ryk van Niekerk hosts the Market Commentator podcast which offers weekly in-depth insight into the markets and their performance. He speaks to leading local and international investment professionals, making sense of market developments and investigates what drives or reduces market returns. Furthermore, the podcast also looks at market opportunities, value traps, company shares and more. It is a technical podcast and very popular among financial advisors, knowledgeable inves ...
 
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
 
Welcome to Regions Wealth Podcast, the podcast that tackles life’s challenges with financial experience. While there are no guaranteed financial gains out there, the more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From managing your investments and business expansion to family finance planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each epi ...
 
Weekly cryptocurrency podcast where we discuss decentralized and blockchain technology. Learn about Bitcoin and other altcoins, hear interviews from important crypto people, coin reviews, and plenty of random ramblings. All opinions given by hosts, guest, and sponsors are their own, and are for informational and entertainment purposes only. Anything discussed on social media platforms, website, podcast, and anywhere else our opinions are expressed are not an offer or solicitation to purchase ...
 
The Unbounded Conversations series features discussions between Unbounded Managing Partner Zach Resnick, Principals Dave Mullen-Muhr & Jack Laskey, & various guests building businesses on Bitcoin. In this series they discuss the possibilities of what Bitcoin can accomplish at scale, the metanet (the internet on Bitcoin), & how the businesses being built on top of Bitcoin will proliferate. Brought to you by Unbounded Capital. The materials provided are for information only and do not constitu ...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
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Flippin Off Podcast

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Flippin Off Podcast

New Wealth Advisors Club

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Flippin Off is a journey through flipping houses, real estate investment and helping people: creating and collaborating on real estate deals, fresh approaches to old challenges, new ways to think about real estate opportunities. Based on real world examples shared by actual real estate investors from the New Wealth Advisors Club, each show is centered on a common theme - such as creative financing, short sales, fix and flips, wholesale, probate, bankruptcy, lease options, mentoring or coachi ...
 
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HotForex

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HotForex

HotForex

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HotForex is an award winning forex and commodities broker, providing trading services and facilities to both retail and institutional clients. Through its policy of providing the best possible trading conditions to its clients and allowing both scalpers and traders using expert advisors unrestricted access to its liquidity, HotForex has positioned itself as the forex broker of choice for traders worldwide.Risk Warning: Trading Leveraged Products such as Forex and Derivatives may not be suita ...
 
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Missional Money

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Missional Money

Jim Munchbach

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Missional Money is a serial video podcast for Investors and Financial Advisors. Featuring our Financial Blueprint for Life, Liberty, and the Pursuit of Happiness, we help individual investors, families, and business owners create compelling financial plans focused on their needs, wants, and wishes. Our premium planning platform along with input from financial experts will help you manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose. ...
 
The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
 
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SMArtX Virtual Awards

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SMArtX Virtual Awards

SMArtX Advisory Solutions

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The SMArtX Virtual Awards Podcast is an opportunity to hear the stories behind some of the world's top investment strategies and managers on the SMArtX platform. With each episode, Evan Rapoport, CEO of SMArtX Advisory Solutions, interviews one of the top winners from the SMArtX Virtual Awards. The SMArtX 2021 Virtual Awards recognizes asset management excellence and outstanding performance across 16 categories, selected by data reporting and analysis, from a potential pool of approximately ...
 
Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
 
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show series
 
The much-anticipated climate summit in Glasgow is now over. Did two weeks of debates and negotiations among governments end in an agreement on how the world will address the most pressing climate issues? Paul Bodnar, BlackRock's Global Head of Sustainable Investing, is back from Glasgow and joins the Bid to break down the big takeaways from COP26, …
 
Happy Thanksgiving! We hope you enjoy this "appetizer" edition on the way to your Turkey Day feast. The BullCast team is grateful for you this holiday season. Thank you for tuning in each week as we explore the world of personal finance, together. — Hashtags of the week: #HappyThanksgiving #TurkeyDay — Visit us online: www.bullcastpodcast.com Produ…
 
Are you a lawyer? In this podcast I explain the different money managing and tax planning options you might have as a lawyer. 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - htt…
 
Max Sharkansky, co-founder of Trion Properties, oversees all aspects of acquisition, disposition, and property analysis for Trion Properties. Since founding Trion Properties, Max has led the acquisition, renovation and disposition of over $800,000,000 in mismanaged and distressed assets, primarily in multifamily, yielding an average IRR in excess o…
 
Perfection is not attainable, but if we pursue perfection we can catch excellence - Vince Lombardi. Excellence is an attitude. Working toward excellence will bring success. Period. Being around excellence makes you re-evaluate your choices on a consistent basis. Excellence is a habit.
 
When naming an executor, the majority of people look toward the most trustworthy person in their life: their spouse, their most responsible child, or a close sibling or friend. However, for high net worth individuals — especially those with particularly complex estates — this may be a mistake. This episode will discuss what factors individuals shou…
 
Johnny and Derek go over the listener voted Top 10 Favorite Investment Platforms for Non-Accredited investors. We polled the Boss Lounge and these were everyone's favorites. The guys go over which ones they also personally invest in and their thoughts (good or bad!) on each. Listen to the episode to hear the entire list! Listen to ILAB 205 on iTune…
 
Cell and gene therapies are currently among the hottest investments in the biotech space, both in the public and private markets. In this episode, Back Bay’s Managing Director and host Pete Bak, PhD is joined by Kyle O’Neil and Brendan Wang, who are returning to the podcast after attending the 2021 Cell and Gene Meeting on the Mesa. Tune in to hear…
 
O tema da Literacia Financeira parece um daqueles chavões que fica bem dizer. É quase obrigatório que um IF apresente soluções nesta temática, o que pretende fazer para contribuir para mais Literacia, mais informação, mais conhecimento para investidores e profissionais. Todas as entidades, empresas ou instituições públicas, são unânimes a defender …
 
The end of the year is a great time to start tax planning for next year. Video example: https://youtu.be/lzghkK2iP3Q This week we are discussing the strategies you can utilize to enhance your tax situation before year-end. You’ll learn which tools you can use and how the actions you take in one area of your financial life can flow into other areas.…
 
Private equity looks for businesses generating free cashflow, and uses financial engineering to optimise returns in the business; venture capital is about building something which doesn't exist and turning it into something compelling’: Llewellyn Claasen from Newtown PartnersRyk van Niekerk による
 
Warrior Jason Markowicz is a serial entrepreneur that loves working with passionate investors and professionals. Jason is a commercial real estate broker, multifamily developer, and CEO of 24/7 fitness clubs. Here’s some of the topics we covered: Self managing your assets The size and makeup of your team An increase in the NOI results in an exponen…
 
On this week's FarrCast, Michael Farr has an extended discussion with the ever insightful Jack Bouroudjian. It's a conversation not to be missed as Jack peels back the layers of the new normal, discusses what it's like to be an immigrant to technology, parses the structural changes happening around us -- and gives us insight into how it all impacts…
 
We’re one week away from Thanksgiving, so, we couldn’t help ourselves serving you up an episode stuffed with helpful tips and tricks to get you through Turkey Day. We’ll discuss the financials of thanksgiving, what topics to discuss around the table, and how to make it through multiple feasts in one day. You’ll even hear which historical figure we’…
 
Entrepreneur Magazine calls Justin Donald the “Warren Buffett of Lifestyle Investing.” He’s a master of low-risk cash flow investing, specializing in simplifying complex financial strategies, structuring deals, and disciplined investment systems that consistently produce profitable results. His ethos is to “create wealth without creating a job.” In…
 
Taxes may not be the most exciting conversation, but they are important! Today, we are talking about tax planning and why it’s important to retirement planning. Tax planning is part of our process and it’s not just something we do once a year. These strategies are important in keeping your overall plan efficient. We look at both the short-term and …
 
If you have $50million to invest you're likely going to seek advice and planning. The last thing you want in this situation is to lose out on potential gains and tax planning strategies. For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ R…
 
Should doctors invest in passive income? Those two words spark curiosity in many doctors' minds, the elusive, “how can I make money without working?” But is passive income all it’s cracked up to be? Can it benefit you as a physician? Real estate investments sell as the passive income end-all, but that’s not the only option. Listen to an analysis of…
 
Nick Earls and Eric DiNicola are high school friends who partnered later in life to live out a childhood dream. Nick is the author of the book “Making Millions through Multi-Family Development.” Eric, with a decade of experience in the financial industry, joined forces with Nick in 2015 to create Winterspring Capital, a real estate development firm…
 
Give yourself the gift or responsibility. Own your failures and mistakes. Happiness comes from progress and growth. Taking responsibility is a huge leap in your personal growth. Your self respect and esteem suffer when you do not take 100% responsibility.
 
In this episode, you can listen to The Translator's host, Julie Mochan talk with an interesting individual that transitioned from a San Diego police officer to a RiskPro-using financial professional that followed his calling for helping individuals and churches throughout the country: Doug Eagle , President of Eagle Retirement Plans, Inc. is is the…
 
Warrior Larry Murray y is a decorated senior Captain with Montgomery County Fire and Rescue Services in Maryland. He also has experience as a licensed home inspector in Maryland and several years of experience working with contractors doing construction from the ground up. Larry is a former Marine and former member of the Air National Guard. Here’s…
 
Infrastructure week has come and gone, but all eyes are on inflation numbers. Michael Farr welcomes trader Jim Iuorio to talk about the effects of inflation on the commodities complex; political analyst Dan Mahaffee discusses the political conundrums facing the Biden administration; and Michael's special guest Jenny Harrington talks about longer ru…
 
Today, we honor the men and women who have served our country. These heroic individuals have sacrificed so much to ensure we remain the land of the free and the home of the brave. Join us for this week’s show as we discuss the meaning behind Veterans Day and the history of honoring our military. We’ll begin with our list of the best movies to watch…
 
CEO and Co-Founder Jesse Randall is a fintech startup executive and venture capitalist helping to usher in the new era of generational wealth creation for everyday people. His roots in small farm life in rural America as part of a very large family gave him a unique foundational work ethic and view of the world. He has come to understand that he wo…
 
Once again, Movements in Treasury yields and the perceived differential in the rate paths remain a key driver for the markets. A record high China PPI, came at the heels of an equally hot Japan PPI inflation to 8.0% y/y, and a big spike on US CPI reminded markets of inflation pressures again, while central bankers maintain that the key factors driv…
 
The secret to creating multi-generational wealth? Focusing on mindset, not just money. In part two of our series on generational wealth, Vice President and Wealth Advisor Allison Lederer joins us to discuss what families of all income brackets can do to create multi-generational wealth and ensure their kids and grandkids are well-equipped to mainta…
 
Have you recently inherited a large some of money and have no clue what to do with it? You will be faced with many decisions and questions. Find out how to deal with it in this video. For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ Regi…
 
Mike Stohler is a former commercial airline pilot, Navy veteran and co-founder at Gateway Private Equity Group, a real estate investment firm whose portfolio has included hotels, multifamily, and residential properties. Here’s some of the topics we covered: Single Family The value of mentors Multifamily Opportunities in a downturn Navigating the co…
 
Each trading day Option contracts expire, FX options normally expire at 10 am NY time (15:00 GMT). Join Stuart for this NEW webinar as he explains how this key contract and time can impact FX traders as the time approaches. Toady you will learn about:•Vanilla and Barrier Options•Options, Orders, Flows and Liquidity•The London and other “Fix”…
 
Welcome to this bonus episode of Financial Symmetry with Allison Berger and Grace Kvantas. Grace and I bring you this episode as a special preview to the upcoming Women: A Force in Business Conference in Raleigh, North Carolina. This episode and our presentation are targeted toward women professionals looking to build their retirement nest egg. Our…
 
Neste episódio, vamos falar sobre um livro que tem cerca de 70 anos. O livro chama-se "O ouriço e a raposa" e é uma das obras mais conhecidas e Isaiah Berlin. Isaiah é um filósofo, um pensador, nasceu em Riga, no ano de 1909, testemunhou a revolução de Outubro de 1917 e estudou em Inglaterra na St. Paul's School em Londres e no Corpus Christi Colle…
 
Moving money out of your estate and IRA by doing a direct charitable gift is a long-standing strategy that savvy, charitably-minded planners with higher balances have used to give and save money on taxes, but the deadline is approaching soonJohn Kuykendall による
 
Welcome to another episode of The FarrCast! This week host Michael Farr starts the show by welcoming Jim Lebenthal of Cerity Partners. Jim is bullish in the short term and Jim is bullish in the long term -- but he says the path from from short to long could be rough, and patience is a virtue. Next up, Michael is joined by political analyst Dan Maha…
 
Warrior Patrick Grimes has fifteen years of experience in active real estate investment: purchasing distressed assets, renovating, and stabilizing for long term cash flow. His portfolio includes controlling ownership over 1,197 units in the emerging markets across Texas and the Southeastern United States. Here’s some of the topics we covered: Singl…
 
Estate plans are often overlooked when it comes to planning for our lives and what happens when we pass away. Believe it or not, everyone has an estate plan. The question is, “who is in control of it?” Join Katie and Cort for this robust look at what an estate plan is and why it’s necessary. We’ll start the show with our list of the top celebrity e…
 
In today’s 10th episode, Jason welcomes Kari Lake. Kari is an American former television news journalist and anchor for KSAZ-TV television station in Phoenix. She stepped down from her anchor role in March 2021. She is a Republican candidate in the 2022 Arizona gubernatorial election. [01:42] The left losing balance [04:20] You can’t hear the dogs …
 
Sam interviews Charityvest CEO/Co-Founder Stephen Kump about their new modern donor-advised fund platform. Charityvest's goal is to make charitable giving easier for the masses and also cut down on tax paperwork. Sam and Derek then go over their thoughts on Charityvest and it's simplicity of giving. They also talk about what to look out for when gi…
 
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