In this episode, the host discusses the importance of having a carefully chosen team, including outside advisors, how to choose them and what to look for in doing so. The host also discusses the current economic conditions. The host also interviews a proactive C.P.A., David Scott of Scott & Baldwin C.P.A.s.
The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Financial planning services and fixed insurance products and services offered by Zeller Kern Wealth Advisors, a registered investment adviser, are separate and unrelated to Commonwealth. Zeller Kern Wealth Advisors, 2377 Gold Meadow Way, Suite 100, Gold River, CA 95670, 916-436-8270.
Show notes