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On this episode of 20/20 Money! My guest on today’s show is me!
This is our AMA episode where my wife Andrea interviewed me on a variety of personal and professional questions that listeners of the show emailed us. We had originally planned on doing this as a way to celebrate the 100th episode of 20/20 Money but given where the timing of the episode fell in relation to the time of year, I opted to “shelf” the conversation until later in December because I wanted to ensure that the content we were putting out around episode 100 was still timely for the planning topics that are relevant during that time of year.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions that helps them live their “on purpose life.”
And with that introduction, I hope you enjoy this episode of 20/20 Money!
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!