Real Stories: Good Planning, Bad Tax Schemes
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Description
This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever.
Shownotes: https://meaningfulmoney.tv/RS2
Investment Cheatsheet: https://meaningfulmoney.tv/investment
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