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Mailbag: End Of Year Planning, Nursing Homes, Hating Advisors

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Manage episode 210909580 series 2373229
Content provided by Dan Betzel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Betzel 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.

Let's answer your questions about end-of-year tax planning, how to handle assets before entrance into an nursing home and what to do if you hate all the financial advisors you've ever met.

For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

  continue reading

90 episodes

Artwork
iconShare
 
Manage episode 210909580 series 2373229
Content provided by Dan Betzel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Betzel 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.

Let's answer your questions about end-of-year tax planning, how to handle assets before entrance into an nursing home and what to do if you hate all the financial advisors you've ever met.

For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

  continue reading

90 episodes

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