Coming soon – expect new video just after Christmas – eta Dec 30th 2022.
Can a CPA be a Financial Advisor?
Can a CPA be a financial advisor? The answer to this question, YES or NO, depends on your perspective….
Financial Independence Yearly AUDIT + 🎁 Action Plan
Discover how you can achieve Financial Independence in the next 12 months, instead of waiting till retirement. Create an action plan or game plan.
Asset management vs Wealth Management Vs Financial Planning: Best Financial Advisor Ultimate Guide
Which financial advisor do you need? Can you DIY your investments?