Ioni, thank you so much for that question. And Paula, there's a lot more to know here than the average person thinks because when it comes to tax advisors, it isn't as cut and dried financial advisor. So this is a great question because it depends on who you are and what you're really looking for. We do know that these companies though, because they want to preserve their reputation, want to have at least some level of training and professionalism.
#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that?
Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employment
MM prefers the simple path to wealth and investing in real estate but is looking for more information on a more intentional and selective approach to investing.
Ingrid calls in to ask whether she should include her rental income when trying to figure out how much she can contribute to her Roth IRA.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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