Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Retiremeet Part Two
36 minutes Posted Mar 1, 2023 at 6:36 pm.
0:00
36:13
Download MP3
Show notes
Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. Then, Tom finally drops by for a few minutes to explain how you can watch. Apella Wealth's Director of Financial Planning, Jason Gentile discusses the value of a detailed financial plan. A caller asks why would a planner using a short-term bond ETF? Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!