Tax Storytime
Financial Flight Plan Podcast

Tax Storytime

2019-10-17

Today, Brie discusses a client story where she was able to help a couple reallocate their retirement investments to be tax-free. Brie also answers a question from Kevin who is wondering if he should stop contributing to his 401(k) and save his money somewhere else.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

 
 
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