Did you know that having an accountant, financial planner, and advisor working together can help take some of the stress off managing your finances while still keeping your best interests in mind? In this episode, Nicole speaks with Ryan Guedel, CPA and partner at account and consulting firm CJBS, about how to put together a … <a class="btn btn-default" href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2022/10/26/working-with-a-tax-and-financial-planning-professional-with-coi-ryan-guedel-from-cjbs-ep-6/"> Read More Read More</a>

Did you know that having an accountant, financial planner, and advisor working together can help take some of the stress off managing your finances while still keeping your best interests in mind? In this episode, Nicole speaks with Ryan Guedel, CPA and partner at account and consulting firm CJBS, about how to put together a … Read More Read More

Did you know that having an accountant, financial planner, and advisor working together can help take some of the stress off managing your finances while still keeping your best interests in mind? In this episode, Nicole speaks with Ryan Guedel, CPA and partner at account and consulting firm CJBS, about how to put together a … <a href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2022/10/26/working-with-a-tax-and-financial-planning-professional-with-coi-ryan-guedel-from-cjbs-ep-6/" rel="noopener noreferrer"> Read More Read More</a>

The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)

Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals.  Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)

The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)