Tue, 9 November 2021
In this episode of Joining Me Now, Chad and Rob discuss the importance of keeping your significant other up to speed on your finances. Quarterly meetings with your financial planner are a great way to make sure both parties are aware of what’s going on and a checklist will help guide you through the chaos.
Next, Chad talks about 401k rollovers and inflation before transitioning into tax planning. Listen now!
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Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com