18 分鐘
Were your finances ready for 2020? Team Talk
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Were your finances ready for 2020? How should we "pandemic-proof" our financial plans? To answer this and more, I interviewed Senior Financial Advisor, Karl Schwartz, CPA, CFP® to learn more about the steps one can take to help make it through economic ups and downs with confidence.
Don't have a financial plan? Visit us to get started today.
The content on the podcast is for informational purposes only. It should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.
Were your finances ready for 2020? How should we "pandemic-proof" our financial plans? To answer this and more, I interviewed Senior Financial Advisor, Karl Schwartz, CPA, CFP® to learn more about the steps one can take to help make it through economic ups and downs with confidence.
Don't have a financial plan? Visit us to get started today.
The content on the podcast is for informational purposes only. It should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.
18 分鐘