Idaho's Money Show

11/27/2019 - CapEd Case Study Hour: Hits, Misses, & Big Mistakes

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Sinopse

In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss some recent cases of clients whose CPAs and money managers made big mistakes, and the solutions we found. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com