2021 promises to bring significant shifts to our tax landscape. These changes and developments can work for or against us, depending on the strategies we apply.
This economy requires financial service providers who understand how to use vehicles like Infinite Banking to help accomplish your goals in this time of massive change.
What tax changes do we need to be paying attention to? How do we identify a CPA who is aligned with our goals?
In this episode, I’m joined by The Wealth Bulldog, CPA and CEO of Fetch Your Wealth, Joan M Van De Griek. She talks about the wealth lessons she’s learned from 3 financial crises, and how we can put ourselves in the best financial position right now.
Watch the Full Episode: