<p>In our annual Christmas episode, we go over all the great year-end ideas: gifting strategies, RMD's, QCD's, and...OMG...what is Tax Loss Harvesting and how do I get that done before the New Year!?</p>

Episode 53 - The Events That Shaped 2021

Andrew “Money” Martz and “Dollar” Bill McBride discuss the numbers, concepts, and behaviors that shape your financial life. As financial advisors in Hollywood, California they helped thousands of individuals and businesses better their financial futures. Now they want to open these discussions to you the listener and share the many things they have learned and of course, how to be sensible about your dollars!

Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC. Information presented is for informational purposes only.