Jun 26, 2025

Certified Financial Planner® Matt Zuccaro, who spent 25 years in wealth management with Schwab,  joins Steve to review common mistakes to be avoided, and what to do now to help reduce your taxes, protect your estate, receive tax planning and preparation with no extra charge. Matt is now a senior advisor with Fullerton Financial Planning. Don't miss this one, MASTERING MONEY is on the air!!!