The wealthy don't stop at budgeting and investing.

They dedicate time to things like tax planning, estate planning and reviewing investment allocations.

Give this episode a listen to learn 10 areas you might be missing or messing up on your financial journey.

Here's a helpful backdoor Roth IRA graphic from my friend, Leandra!

And check out Nectarine for flat-fee financial advisors.

Rooting for you,
Rachel