Holy big topics, Batman! We’ve got a great show for you today.
First – Joe & OG talk Hiring an Advisor. Should you hire one? If so, what should you look for? What questions should you ask?
Then – Len, Carrie, Dom and of course Dr. Dean discuss tax refunds. Should you avoid one?
Finally – Our top 5 reasons we love the Roth IRA.
Hiring an Advisor
Ric Edelman: The Truth About Money (Amazon page)
Our Roundtable Members Sites:
Carrie Smith = CarefulCents.com
Dominique Brown = YourFinancesSimplified
Dr. Dean = The Millionaire Nurse Blog
Len Penzo = Len Penzo (dot) Com
The Squirrelers.com article we’re discussing: Tax Refunds Are Not Taboo