Tax Advisor & Biz Coach Success
Tax Advisor & Biz Coach Success
Tax Advisor & Biz Coach Succes
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Wealth Management & Self Directed IRA (Kirk Chisholm)#RIA Expert Episode 3 (TABSC)
30 minutes Posted Dec 18, 2017 at 1:40 pm.
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Show notes
Liz #Soria the host of Tax Advisor Biz Coach Success Podcast and her expert guest Kirk #Chisholm (#RIA - #retirement #investor #advisor) and #Wealth Mgmt #Consultant. Chisholm shares with the audience to why hiring a RIA vs to a Broker/CFP is different and what other benefits you can obtain investing self directed IRA www.innovativewelath.com . Liz can be reached at www.etbsfl.com for a complimentary phone consultation - no obligation.
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