1. EachPod

What Happens When Your CPA And Advisor Don't Talk

Author
Madrona Financial Services
Published
Tue 15 Oct 2024
Episode Link
https://share.transistor.fm/s/34797fe0

In this episode Brian and Jeff discuss what can happen when your CPA and financial advisor don't communicate. Also, 5 things Brian wishes people understood about taxes and investments. 

Share to: