Money Master Retirement Podcast
Should My Advisor Collect Tax Filing?
November 16, 2023
Interestingly, a lot of people that meet with us in our office are surprised that we ask for their tax returns. In today's episode, we're going to discuss why it's uncommon for advisors to request cli
Join Nick Davis CFP®, Tori Ten Hagen, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives.
The Money Master
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