Smart Money Management with Jim DeGaetano

Lets Have This Conversation
03/12/2020 28 min Temporada 4 Episodio 26

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Episode Synopsis

Do you need help saving your money for retirement? Or for that matter in general? If you said yes then Jim DeGaetano, CFP®, CPA, MBA is just what the doctor ordered, He is the author of The Fruitful Retirement and Larry The Bunny Saves His Money, the President of Diamond Wealth Advisors, and a keynote speaker on the topics of strategic planning, retirement, and relationship capital. He joined me this week to share best practices on all these topics and so much more. To learn more about Dimond Wealth Advisors visit https://www.diamondwealthadvisors.com/

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