Nobody ever wishes they'd invested LESS AdminJuly 24, 2024073 views In this clip from ep 171 about the benefits of funding a taxable brokerage account, we reflect on the regrets people have along their financial journey. In it, Julien says… Read more
Waterfront Wishes AdminJune 30, 2023041 views Jackie and Jason Ortiz specialize in wealth management and are looking to upgrade their lifestyle. source Read more