Building Wealth & Keeping It with Centric Advisors
Building Wealth & Keeping It with Centric Advisors
Building Wealth & Keeping It with Centric Advisors
Welcome to Questioning Your Cents where you can get real-world, pragmatic tax & financial advice for business owners, entrepreneurs and independent contractors.
We are your hosts, Kevin Molen and Charles Steinmetz. Our job is to help educate you on how to manage your money and save on taxes. In this episode, we discuss how to build wealth and keep it with a special guest – Zac Majors with Centric Advisors.
Important Points:
Thoughts on the current market and tax changes
Early career investing – best tips and common mistakes
Later stage investing – trying to catch up
Comfort Zone:
- What is better – Roth or traditional?
- Should I contribute to a 401(k) or Brokerage account?
- What makes a good financial advisor?
- How do I avoid taxes on highly appreciated stock?
- Insights into how the 2021 Biden changes will change the market
Contact us:
281-440-6279
Find us on social media:
https://www.facebook.com/molentax
https://www.instagram.com/molen.tax/
https://www.youtube.com/channel/UCTHFFst-BRli8M_aTyXhAuw
From The Podcast
Questioning Your Cents
Does the thought of a financial podcast summon images of your college accounting professor droning on and on in a too-warm lecture hall?Well, it is time to ditch the flashback. Because this podcast is anything but boring. Questioning Your Cents takes the real-world experience of tax advisors of Molen & Associates who have taken a deep dive into more than 10,000 financial situations to help you stop and think about your finances.Questioning Your Cents focuses on helping you solve your tax and financial headaches. Kevin and Charles have been best friends since they were 10 years old and both work for Molen & Associates today. You’ll feel like your chatting with friends and even learn a little along the way. If you’ve ever wanted free advice from a tax advisor, accountant or financial coach, now is the time!Kevin has the gift of gab and Charles sure can tell a story. The two co hosts will help you learn about the practical intricacies of the tax code while building your financial vision. They will pull from real world examples and even respond to live questions with actionable takeaways. Get ready for real-world, pragmatic tax and financial advice for business owners, entrepreneurs and independent contractors. Check out details on each show, then transform your commute or morning run by subscribing. You may even end up sneaking a listen at your desk. We hope you find this podcast as entertaining as it is educational.Join Podchaser to...
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