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.”
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