Prosper
Prosper
Advisor's Edge
Episode 7: Demystify Numbers for Clients
32 minutes Posted Dec 5, 2019 at 6:30 am.
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Show notes

Vanessa Vakharia, founder of The Math Guru, explains how to take the fear out of money and math conversations. Then, cross-border tax expert David Altro reveals tax traps for snowbirds. Our Prosperous Practice tip this week comes from Leith Wheeler's Cindy Huang as she discusses short-termism.   

 

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Hosted and produced by Bruce Sellery

Mixed and edited by Jason Perrier of Phizzy Studios

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