CPA Advantage #6 | A Clear-Eyed View of the Options
Published on by Andy Bertke, Beth Germann, in Video, Wealth Management
Can’t watch the video? Get the transcript.
Do you know if your retirement planning model will survive? It’s critical to have a clear-eyed view of the options – and a realistic outlook. CPA/PFS pros Beth Germann and Andy Bertke show you what to look for.