In this episode, we have a fascinating discussion about the pitfalls of pre-tax investments. As a tax attorney, Rebecca has some strong opinions and reasons why excessive, pre-tax investing can be a trap in our later years.
Make sure to check out Rebecca's podcast CRASHES AND TAXES and also her website www.walserwealth.com
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In this episode, co-founder of Parallel Financial, Brian Boughner talks discusses: 1. What is a fiduciary? Why is it important to work with a fiduciary? 2. What process does a Parallel financial use to manage money? How does ...
Email DAVID@Parallelfinancial.com with any questions or suggestions for topics. www.weeklywealthpodcast.com www.weeklywealthpodcast.com/valuebuilderscore MAIN TAKEAWAYS FROM THIS WEEK'S EPISODE: Reaching 200 episodes of the w...
