Money Belt Radio 2018 DEC 01

Shaun Connolly | December 12, 2018 | Podcasts | No Comments

In this show:
– Social Security planning;
– Retirement planning pitfalls;
– Year-end tax planning;
– The 199A deduction…

To access the media file directly from the download URL click here.

Shaun Connolly

Shaun owns Connolly Financial and is a Series 7 and 66 licensed Financial Advisor. An avid adventurer, he has spent time traveling and working in Asia, Central & South America and the Pacific. He has been stirring things up on the radio waves since 2011.

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Shaun Connolly is an Investment Adviser Representative of Iron River Capital LLC, DBA Connolly Financial LLC, a state registered investment adviser. The opinions expressed by Shaun Connolly and guests on this radio show are their own and do not reflect the opinions of KENN. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only. Moreover, no listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from Connolly Financial LLC or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Connolly Financial LLC is not a law firm or accounting firm, and no portion of this radio presentation should be interpreted as legal, accounting or tax advice. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

Shaun Connolly

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