26. WTFinancial Statement?

This podcast episode is brought to by our host, Jack Moylan, and Lutz Audit Shareholder, Jared Hardy. In this episode, you will learn all about financial statements! The conversation helps answer the following questions:

• What is a personal financial statement and when would someone use this?
• Who should complete a personal financial statement?
• Can you prepare one yourself, or do you need to hire a professional?
• What documents do you need to fill out your personal financial statement?
• Are there resources individuals can utilize to get help with their financial statements?