The Moneywise Radio Show and Podcast

Monday, January 5th

BE MONEYWISE.

Moneywise Wealth Management I "The Moneywise Radio Show & Podcast"

call: 661-847-1000

text in anytime: 661-396-1000

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Guest: Karen Clemans, CES®, Business Development Director for Accruit

website: www.accruit.com/

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Karen Clemans and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

1/5/26 Navigating Charitable Deductions, Alimony Changes & 1031 Exchanges