Retiremeet Part Two
- Author
- Don McDonald
- Published
- Wed 01 Mar 2023
- Episode Link
- None
Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. Then, Tom finally drops by for a few minutes to explain how you can watch. Apella Wealth's Director of Financial Planning, Jason Gentile discusses the value of a detailed financial plan.
A caller asks why would a planner using a short-term bond ETF?
Learn more about your ad choices. Visit megaphone.fm/adchoices
