The Barry Investment Advisors Podcast

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Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm.

Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

2022 Year-End Planning Strategies

Feb 15, 2023

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to
consider before the end of the year, including: How to maximize contributions to your retirement
accounts, how to determine if a Roth conversion makes sense in 2022, and ways to maximize
financial gifts or charitable giving...