EP165: Financial Clean Up on Aisle 7
Nov 18, 2021 ·
26m 29s
![EP165: Financial Clean Up on Aisle 7](https://d3wo5wojvuv7l.cloudfront.net/t_square_limited_480/images.spreaker.com/original/e83faf05efd267e8e001fee1e0d067bb.jpg)
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Description
As a retirement strategist and tax planner, I conduct reviews with my clients annually. Five of my clients are retiring in early 2022 and here are some of the concerns...
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As a retirement strategist and tax planner, I conduct reviews with my clients annually. Five of my clients are retiring in early 2022 and here are some of the concerns they're having about retiring in the coming year...
show less
Information
Author | Bert Salazar |
Website | - |
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