What Types of Accounts Should I Have?

Episode 96 February 01, 2024 00:05:09
What Types of Accounts Should I Have?
John G. Ullman & Associates
What Types of Accounts Should I Have?

Feb 01 2024 | 00:05:09

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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 Accounts Do I Need?" 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].

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