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DIY Financial Planning, tax preparation vs. tax planning, and reverse mortgages

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Manage episode 426566746 series 3577077
Content provided by MY Wealth Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MY Wealth Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, Dan and Daniel discuss some basics of DIY finance, the differences between tax preparation and tax planning, and reverse mortgages.

  continue reading

9 episodes

Artwork
iconShare
 
Manage episode 426566746 series 3577077
Content provided by MY Wealth Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MY Wealth Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, Dan and Daniel discuss some basics of DIY finance, the differences between tax preparation and tax planning, and reverse mortgages.

  continue reading

9 episodes

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