26 min listen
Real Stories: Good Planning, Bad Tax Schemes
Real Stories: Good Planning, Bad Tax Schemes
ratings:
Length:
36 minutes
Released:
Nov 1, 2023
Format:
Podcast episode
Description
This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever. Shownotes: https://meaningfulmoney.tv/RS2 Investment Cheatsheet: https://meaningfulmoney.tv/investment
Released:
Nov 1, 2023
Format:
Podcast episode
Titles in the series (100)
RISK: First Principles 5: Risk is a subject so inseparably attached to wealth building that I had to include it as one of my first principles. Trouble is, it’s a subject that I have dealt with at some length before, so how will I find something new to say? We’ll see… by The Meaningful Money Personal Finance Podcast