How We Manage Our Finances As Financial Planners - podcast episode cover

How We Manage Our Finances As Financial Planners

Feb 02, 202444 min
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Episode description

In this episode with Jacob and Thomas, we talk about:

- how we manage our money

- the tax planning we do

- our savings and investing priorities

- if we do Roth vs traditional

- how we spend our money

- how we invest

- mistakes we have made

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