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Common Mistakes Episodes

Feb. 24, 2025

Overwhelmed by tax prep? How to decide between software and an accountant with confidence.

Tax season can be a total nightmare, right? We’re diving into the nitty-gritty of whether you should tackle your taxes with software or call in the pros. I mean, we've got some juicy tales from folks who thought they could DI...
Dec. 4, 2024

What are the 9 most common estate planning mistakes?

Wondering what would happen to your loved ones if you suddenly weren’t there tomorrow? This podcast dives into the crucial topic of estate planning, highlighting the devastating mistakes that can lead to family turmoil and fi...