Thu, 19 April 2007 In this episode Tracy and Jeff introduce a few basic concepts of mortgage planning and why building a Wealth Managment Team is essential even for familes who don't consider themselves 'wealthy'. Then an interview with surf-bum/tax-whiz Tom "Turbo" the Tax Man.
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The Plan: Mortgage Podcast
Tracy Cavanaugh and Jeff Kuns, Liability Advisors
Links
The Cavanaugh Advisory Group - Serving the East Coast & Southern CAMortgage Advisors Group - Serving clients in Northern CA
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