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It's crunch time, but help is on the way! Lisel Sutter joins us from TaxTherapy.net to answer many of our burning questions. How do you get organized? What are some of the common mistakes people make? What are some planning opportunities?
Rod Griffin from Experian joins us to talk about results from a recent survey on divorce. On the Haven Life line, Don asks us about buying an index fund. We also take a letter from Luke about estate planning, and we STILL have time to talk trivia and more.
Special thanks to SoFi and Magnify Money for sponsoring our show!
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
It's crunch time, but help is on the way! Lisel Sutter joins us from TaxTherapy.net to answer many of our burning questions. How do you get organized? What are some of the common mistakes people make? What are some planning opportunities?
Rod Griffin from Experian joins us to talk about results from a recent survey on divorce. On the Haven Life line, Don asks us about buying an index fund. We also take a letter from Luke about estate planning, and we STILL have time to talk trivia and more.
Special thanks to SoFi and Magnify Money for sponsoring our show!

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