In this episode of Joining Me Now, Chad and Rob discuss the importance of keeping your significant other up to speed on your finances. Quarterly meetings with your financial planner are a great way to make sure both parties are aware of what’s going on and a checklist will help guide you through the chaos. 

Next, Chad talks about 401k rollovers and inflation before transitioning into tax planning. Listen now!

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Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

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