That Makes Sense: The Bundle

03/11/2020 15 min Temporada 1 Episodio 1
That Makes Sense:  The Bundle

Listen "That Makes Sense: The Bundle"

Episode Synopsis

Most individuals do not receive coordinated advice. Some work with a CPA, a Stock Broker and an Estate Planning Attorney. Do you really think these 3 separate individuals coordinate their advice - I'm here to tell you NO they don't. This uncoordinated approach, think horse and buggy: is costing you time and money.Listen in -