{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/629f8d5a224b0600129ff793/6ae3be9f309881b50bfa520d?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"The Year-End Checkup: Your Wealth, Taxes, & Estate","description":"<p>As 2027 approaches, are all the pieces of your financial life still working together?</p><p><br></p><p>Lori and Jon explore why the final stretch of the year is an important time to step back and review your investments, tax position, charitable giving, and estate plan. </p><p><br></p><p>Learn more about key year-end considerations and how coordinating your financial decisions can help keep your wealth aligned with your long-term goals.</p>","author_name":"Lori Pinkowski"}