Real Stories: Good Planning, Bad Tax Schemes

<p>This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever.</p> <p><br /> Shownotes: <a href= "https://meaningfulmoney.tv/RS2">https://meaningfulmoney.tv/RS2</a></p> <p>Investment Cheatsheet: <a href= "https://meaningfulmoney.tv/investment">https://meaningfulmoney.tv/investment</a></p>