July 26, 2014

FINDING VALUE IN UNEXPECTED PLACES WITH JOE BARBIERI (@joetheinvestor)


guest Joe Barbieri on Tea At Taxevity
Saving money is like making money but better: you’re keeping more of what’s already yours. Could value be lurking in places you aren’t looking?

Joe Barbieri, a true fee-only financial planner gives tips in the new series, Tea At Taxevity. The short conversation encompasses:
  • simplifying your finances
  • why people don’t already consolidate their accounts
  • the place for joint accounts
  • the risk of too few accounts
  • the time/money conundrum
  • finding the best choices
  • tax strategies
  • the right place to put investments
  • the ROI on learning
  • the risk of oversimplifying

The Interview



Here’s the quote from Albert Einstein:
“Everything should be made as simple as possible but no simpler.”

Links

PS This was our first interview with three cameras. That’s why my filing cabinet and shredder sometimes show …

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