10. The 3 Tax Bucket System: What Are They And Which One Should You Be In?

In this episode, we’re joined by David Zook and Juliet (Barwick) Cordona, two amazing financial advisors with David White and Associates. They compare different investment strategies to help you make an informed decision about your financial future. It’s never too late to start investing yourself so you can do what you want - whether now or in the future! Does that investment property make sense? How much should you invest? Does selling or holding your investments fit your specific financial plans? Each investor is different and in a different financial situation. Please consult your CPA or financial advisor for tax and financial advice... oh wait, that’s them!