• Picking Your Advisors

  • Aug 9 2024
  • Length: 28 mins
  • Podcast

Picking Your Advisors

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  • Summary

  • If you enjoy the podcast, I hope you’ll take a moment to leave us a rating. That helps us grow our audience!
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    Choosing a financial advisor, CPA, or attorney, needs to be done carefully and appropriately. Ian and Jeremy give you the tips and tricks of the trade.

    Ask good questions, such as what are their exact credentials.

    Learn the difference between CPAs, EAs, accountants, and someone who does taxes.

    Also be aware of 4 common ways that retained earnings get screwed up.

    Don’t forget to rate, review, subscribe and share!

    Disclaimer – played at 3x speed: This recording is strictly educational in nature and shall not be considered tax, investment, or legal advice. DO NOT attempt applying any of these ideas without consulting your tax, investment or legal professional.

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    Hosted by Ian Grove and Jeremy Bollinger

    Produced by Jeremiah Isley, Crooked Path Productions
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