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Make 2025 Your Best Financial Year

Published Dec 31, 2024, 9:00 AM

This week, George Politarhos discusses strategies for making 2025 a financially successful year. He emphasizes the importance of setting realistic goals rather than resolutions, personalizing financial plans, and navigating tax strategies and social security. The conversation also touches on the significance of charitable giving and how it can be integrated into financial planning.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about fam 
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