Ep. 53 – Year-End Planning & Midterm Musings

In episode 53, Matt, Aaron, and Patrick are back together to discuss a few of the most impactful moves to consider around tax and investment positioning, prior to 2026 year-end. They touch on charitable gifting, Qualified Opportunity Zones, and other ways to review your financial situation. The team also discusses the upcoming midterm elections, and what potential market related and political outcomes.

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