67. Concerns That Are Keeping Everyone Up At Night

The Truth About Wealth

English - October 13, 2021 11:00 - 30 minutes - 42.1 MB - ★★★★★ - 14 ratings
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Previous Episode: 66. How To Pick The Right Trustee

Next Episode: 68. Income Tax Law Proposals You Should Be Thinking About

There are a number of questions and concerns that clients ask for clarification about, from inflation, to proposed tax changes, how those will impact their accounts, and more. In this episode, John and Michael Parise have an open discussion about questions they regularly receive from their clients and aim to answer these frequently asked questions. …