“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “What Types of Accounts Should I Have?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].
For the full transcript, click HERE.
At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home...
Hosted by Andrew Baron, CFP®, EA, Featuring Shirley Nelson, J.D. At the height of their career, many have very little time to optimize their...
“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices. This week,...
