Who Is the Most Qualified Person to Assist with Estate Planning?

What should you look for when transitioning to retirement and needing estate planning? A CPA or CFA or someone else entirely?

Jump start your journey with our FREE financial resources: https://moneyguy.com/resources/

Reach your goals faster with our products: https://learn.moneyguy.com/

Subscribe on YouTube for early access and go beyond the podcast: https://www.youtube.com/c/MoneyGuyShow?sub_confirmation=1

Connect with us on social media for more content: https://moneyguy.com/link-in-bio/

Take the relationship to the next level and become a client: https://moneyguy.com/work-with-us/

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.