031. Building Your Own Team of Money Nerds / Ask The Money Nerds

Navigating the financial waters of life on your own can be frustrating and that is why we recommend you look at creating a comprehensive financial team. Today, we explore the key people to have on your team and what key questions you should be asking to determine if they are a good fit for you and your business!

See if you are a good fit for our virtual family office - https://wealthfactory.com/private
Questions to ask your tax team - https://wealthfactory.com/tax

1:59 – Who should I have on my financial team to make sure my money is working for me?
7:18 – What are the best questions to ask your tax professional?
10:54 – How do you know your accountant is staying up to date with understanding the current tax code?
15:50 – How do you know you have the right financial advisor?
19:13 – Who are the key people that should be on your financial team?

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Check Out Garrett's Books:
Killing Sacred Cows - https://amzn.to/2lMbX1i
What Would the Rockefeller's Do - https://wealthfactory.com/rockefeller-book/letter/

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