Advisor Schemes, Homeownership Costs, and Using Your Tax Refund (Ep. 294)
This week on Upticks, join Jake and Cory as they discuss earning 5% on your cash, the hidden and sometimes overlooked costs of homeownership, and more. What happens if you file your taxes late? What is a tax-efficient portfolio? What are some advisor schemes to be aware of? Jake and Cory round out their conversation…
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