“Update 10/2023
I previously left a 5 star review, but want to update it. Wish there were 6 stars. Jim provides information that other financial podcasts don’t discuss. For example, in a recent episode he covered filing the IRS 5500 for solo 401(k)s. His blog had details that other blogs & newsletters missed. Had I not listened I could be facing a $100K IRS penalty. Highly recommend the podcast & WCI website.
Original review:
I’m not a MD, but Jim Dahle’s advice has been invaluable to me, my family & our employees. As a consultant & spouse of a small biz owner, I’ve learned not only about financial pitfalls & scams, but how to use the system to our & my wife’s employees benefit. The podcast, blogs & website resources provide clear, simple & specific information on a wide-range of topics. In an industry beset with scammers scheming to get your money, WCI provides you with evidence-based information, much of which has been field-tested by Jim.”
Sam Scott 86 via Apple Podcasts ·
United States of America ·
10/21/23