When is it worth it to make a big move based on your finances or taxes? Do you need to have it all figured out before meeting with an advisor?

 

Read more and get additional financial resources here: https://financialplanningva.com/podcast/should-you-move-states-for-the-tax-benefits/ 

 

What we discuss on this episode: 

0:12 - To save money, some are moving to another state.

4:55 - Congress is considering a lost-and-found database for retirement accounts.

9:05 - Does Brian have to clean up a lot of financial messes?