Plan With Dan
Plan With Dan
Dan Betzel
Mailbag: End Of Year Planning, Nursing Homes, Hating Advisors
17 minutes Posted Nov 16, 2017 at 4:41 pm.
0:00
17:48
Download MP3
Show notes

Let's answer your questions about end-of-year tax planning, how to handle assets before entrance into an nursing home and what to do if you hate all the financial advisors you've ever met.

 

For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit