In this episode, Jay and Chris are joined by special guest, Matt Hale, Financial Advisor at Truist Investment Services. They dive into topics like retirement plans for small businesses, different investment avenues for individuals, and the advantages of finding and working with a reliable financial advisor . Tune in now for valuable insights into securing your financial future!
Matt Hale, Financial Advisor, Truist Investment Services
304-357-6521
matthew.hale@truist.com
Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Don't forget to subscribe to our channels! We appreciate support from our listeners.
http:///www.arcpas.com
http://www.arcpas.com/podcast-main
http://www.theaccountingpodcast.com
http://www.youtube.com/@accountingforyoupodcast/
https://www.facebook.com/adkinsreynolds
https://www.instagram.com/adkinsreynoldscpas/
In this episode, Jay and Chris are joined by special guest, Matt Hale, Financial Advisor at Truist Investment Services. They dive into topics like retirement plans for small businesses, different investment avenues for individuals, and the advantages of finding and working with a reliable financial advisor . Tune in now for valuable insights into securing your financial future!
Matt Hale, Financial Advisor, Truist Investment Services
304-357-6521
matthew.hale@truist.com
Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Don't forget to subscribe to our channels! We appreciate support from our listeners.
http:///www.arcpas.com
http://www.arcpas.com/podcast-main
http://www.theaccountingpodcast.com
http://www.youtube.com/@accountingforyoupodcast/
https://www.facebook.com/adkinsreynolds
https://www.instagram.com/adkinsreynoldscpas/