Episode 9

We are always planning for exciting events in our lives, such as retirement or having children, but part of our wealth management should be planning for those unforeseen events as well. Today Tony has two special guests to help him discuss this topic.

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Episode 8

Taxes are one of our largest expenses in life, and proper planning in this area can make a huge difference. So today Taki Bitounis, Certified Public Accountant and Managing Partner at Pappas & Bitounis CPAs, joins Tony on the show to discuss high impact personal and business tax planning strategies.

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