Real Stories: Good Planning, Bad Tax Schemes

The Meaningful Money Personal Finance Podcast

01-11-2023 • 35 mins

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