What Types of Accounts Should I Have?

Episode 96 February 01, 2024 00:05:09
What Types of Accounts Should I Have?
Well... It Depends!
What Types of Accounts Should I Have?

Feb 01 2024 | 00:05:09

/

Show Notes

“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.

Other Episodes

Episode 95

January 25, 2024 00:05:00
Episode Cover

How Much Frugality is Necessary?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!   This week, host Andrew Baron,...

Listen

Episode 125

March 06, 2025 00:05:08
Episode Cover

Is Tax Planning Different After the Death of a Spouse?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron,...

Listen

Episode 120

December 24, 2024 00:05:22
Episode Cover

What Financial Professionals Do I Need?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron,...

Listen