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….
Asset management vs Wealth Management Vs Financial Planning: Best Financial Advisor Ultimate Guide
Which financial advisor do you need? Can you DIY your investments?
8 Levels of Financial Independence
Coming soon – expect new video just after Christmas – eta Dec 30th 2022.
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.