Retiremeet Part Two

Written By Don McDonald

Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. Then, Tom finally drops by for a few minutes to explain how you can watch. Apella Wealth's Director of Financial Planning, Jason Gentile discusses the value of a detailed financial plan.

A caller asks why would a planner using a short-term bond ETF?

Don McDonald
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Retiremeet Part One