DiscoverProsperEpisode 7: Demystify Numbers for Clients
Episode 7: Demystify Numbers for Clients

Episode 7: Demystify Numbers for Clients

Update: 2019-12-05
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Description

Vanessa Vakharia, founder of The Math Guru, explains how to take the fear out of money and math conversations. Then, cross-border tax expert David Altro reveals tax traps for snowbirds. Our Prosperous Practice tip this week comes from Leith Wheeler's Cindy Huang as she discusses short-termism.   

 

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CREDITS

Hosted and produced by Bruce Sellery

Mixed and edited by Jason Perrier of Phizzy Studios

Editorial direction and visuals by the Advisor’s Edge team

Copyright 2019 Newcom Media Inc.

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Episode 7: Demystify Numbers for Clients

Episode 7: Demystify Numbers for Clients

Advisor's Edge