In this episode, we take a look at a particularly difficult client to create a financial plan for – the federal government. We walk through the balance sheet, and go through what type of advice we might provide in this admittedly hypothetical, but certainly fun, scenario.
About Our Blog
Empowering investors with the education they need to make better financial decisions. Better decisions lead to better results. Better results lead to the lifestyle you want to live.
- Money Puzzle Podcast: How does the Secure Act 2.0 affect RMD? January 18, 2023
- Money Puzzle Podcast: 2023 Market Predictions January 11, 2023
- Burgers & Bourbon: Old Forester Whiskey Row Blind Taste Test January 11, 2023