Ask Paula: The 5 Types of Accountants (and Who To Avoid!)
Episode Ep 407 1 hr 12 min

Ask Paula: The 5 Types of Accountants (and Who To Avoid!)

#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that?Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employmentMM prefers the simple path to wealth and investing in real estate but is looking for more information on a more intentional and selective approach to investing.Ingrid calls in to ask whether she should include her rental income when trying to figure out how much she can contribute to her Roth IRA.Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.Enjoy!P.S. Got a question? Leave it here. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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