Wealth Matters with Debra Taylor

4 Mistakes People Make with Their First Million


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Making a million isn’t easy. In fact, the argument can be made that the accumulation phase (working years) are the “easy” years in comparison to the distribution phase (retirement). Luckily for our listeners, Debbie makes that argument in this episode of Wealth Matters, as she lays out the 4 ways not to lose your first million. Take a listen to find out what they are! 

For more information about Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and the financial planning services her firm provides, visit our website at: www.TaylorFinancialGroup.com

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Wealth Matters with Debra TaylorBy Debra Taylor