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This Thing Called Money
Let's Make Sense of This Thing Called Money, is a podcast about… well, money. Where we explore the emotions behind money and how it affects people's lives.
Stephen C. Jones, AAMS, AIF, CFP®
President
Jones Financial Partners
717 Wall St.Norman, OK 73069
Ph: 405.366.1297 x3
C: 405.310.9563
F: 405.366.134
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser.
Cetera is under separate ownership from any other named entity" The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This Thing Called Money
Preparing for Potential Changes in Tax Law w/Michael Montemayor
IN THIS EPISODE, YOU'LL LEARN:
- New Tax Credits
- Tax Cuts and Jobs Act Sunset Date & Changes
- Key Tax Realities that Everyone Should Know
- What to plan for in 2024 and Beyond
Past Shows: https://thisthingcalledmoney.buzzsprout.com/
CONNECT WITH US:
Stephen's Information:
Email: Stephen@jonesfinancialpartners.com
Phone: (405) 366-1297
Website: www.jonesfinancialpartners.com
Tucker's Information:
Email: Tucker.lee@ceterawealth.com
Phone: (806) 655-2589
Website: https://www.leefingroup.com/
Connect with Michael on LinkedIn: https://www.linkedin.com/in/mikemontemayor
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
Tucker Lee
1420 4th Avenue, Suite 26
Canyon, TX 79015
Office: (806) 655-2589
Fax: (806) 655-8789
Cell Phone: (806) 681-5235
"Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."