Year-End Podcast

About this episode

This episode features a year-end financial checkup with financial planners Liz Garvey and Beth Parker.

A Year-End Financial Checkup with Liz Garvey and Beth Parker We're excited to share the latest episode of the Barry Broadcast podcast, featuring a discussion with financial planners Liz Garvey and Beth Parker. In this insightful episode, Liz and Beth provide a detailed year-end financial checkup, covering crucial topics such as retirement contribution limits, gifting opportunities, and charitable giving options.

People in this episode

Guests: Liz Garvey, Beth Parker

Topics covered

• year-end financial checkup
• retirement contribution limits
• gifting opportunities
• charitable giving

Keywords

• financial checkup
• retirement
• gifting
• charitable giving
• financial planning

Mentioned in this episode

Organizations: Barry Investment Advisors

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