Episode 9 Working with Your Accountant - podcast episode cover

Episode 9 Working with Your Accountant

Jul 07, 201527 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

In this episode Ramon Lua joins Tom and John McFie to talk about the proper role of a CPA or Accountant in Your Financial GAME... With his experience and Accounting degree, Ramon shares his perspective on Client/Accountant relationships and how to balance your priorities for income, savings and getting rid of debt. 

 

This podcast contains expressed views and opinions of Life Benefits, LLC., its agents, representatives, and/or others who have been quoted from various sources.  Such content should be used for educational purposes only.  Nothing in this recording constitutes, or is meant to constitute, advice or counsel of any kind.   If you require advice or counsel in relation to any legal, financial or medical matter you should consult an appropriate professional.

For the best experience, listen in Metacast app for iOS or Android