Earn & Invest cover image

674. Are We Roth Crazy? w/ Sean Mullaney

Earn & Invest

00:00

When to Use an Advisor vs. DIY Tax Planning

Sean says educated clients get more from advisors, encourages planners to learn this material, and notes the book is aimed at advisors and users.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app