In this episode, we pivot away from our normal structured conversations and instead discuss some of the smaller, but still important topics involved in planning. As we serve Oil and Gas Professionals, we have to make sure that financial plans are simple and accessible as life and tax planning is already complex in this industry.
For more information and show notes visit: https://bwmplanning.com/episode16
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.