Episode 63 - October 2025
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Episode 63 - October 2025
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Narrated by:
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Written by:
About this listen
In this month's episode, we cover these topics:
- Market Update (Starts at: 1:02)
- Bond Market Insights (2:29)
- Client Communications & Changes (3:45)
- Year-End Financial Considerations (7:01)
- Beneficiary Review Importance (9:06)
- Charitable Contributions and Deadlines (9:55)
- Market Focus (10:31)
- Interest Rate Policy Discussion (15:09)
- Looking Ahead (19:42)
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