Financial Planning for Big Life Changes

Hey BA fam! It's time for another edition of the BA QA. This week, Mandi fields questions about entering the trading world, advising beginners to start with paper trading before using real money. Then, she helps a listener plan for life changes, emphasizing the importance of community engagement and financial literacy. She stresses how financial planning should always consider personal circumstances and future needs. Maximizing tax strategies is crucial for financial health, so ultimately, engaging with a CPA can be the key to making the best informed financial decisions.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.