
Tax refunds - who doesn't love when the government gives us money back? In this episode we share 10 ways to use your tax refund.1:05 - What is a refund and how do we qualify for one?3:18 - Ten Ways to Use the Refund
Apr 23, 2021
9 min

This episode breaks down the importance of financial planning and our seven step process.1:45 - Our goal2:15 - Getting to know Jay3:05 - Getting to know Dan5:00 - Importance of Financial Planning5:58 - 7 Step Financial Planning Process10:30 - The COVID effect on a Financial Plan15:05 -Next Week's Episode
Apr 9, 2021
16 min
