EP 57 Tax Prep w Catherine Tindall

On this episode of Roadmap to Retirement, I am joined by CPA, Catherine Tindall to talk about the importance of tax planning and strategic outsourcing for business owners, specifically those …

EP 56 Building A New Brand

Time for a change! For this episode, I am the one being “interviewed”. Take this as my announcement for my departure from Six Point Financial Partners after seven years to …