“I listen to a variety of financial podcasts and this is one of the best ones out there. All the answers and information are well explained. I learn something with each podcast.”
CRW1966 via Apple Podcasts ·
United States of America ·
12/21/21
“James does a great job of explaining tax planning concepts in a way that is easily understood and digested by the listener. He demonstrates a command of both old and new tax law and is able to pass his understanding along to the listener without using jargon or difficult to understand tax...”Read full review »
Grateful for this show! via Apple Podcasts ·
United States of America ·
01/11/23
“This podcast doesn’t waste time with simplistic advice or silly asides. He gives well thought out, in-depth answers to the questions posed. He makes me want to call my financial advisor and ask questions to better prepare my portfolio for my future. If I ever am dissatisfied with my advisor, I...”Read full review »
guitarman_brian via Apple Podcasts ·
United States of America ·
11/17/21
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