FINANCE – What to Avoid, Budgeting & The Key to Wealth

In this episode, we talk with Certified Financial Planner, Taunya Abaya. She defines Fiduciary and educates us on the due diligence we should do when talking with financial and investing professionals.

“Knowing where you’re going and how you’re getting there – the sooner you do it, the sooner you start, the better off it is”

We covered a lot of ground in this podcast, but we discuss:
-Defining Fiduciary
-What to watch out for when talking with financial and investing professionals
-Annuities — Do your due diligence!!!
-Budgeting – how to do it and why it has a bad ‘rap’
-Cash flow – knowing where your money is going

-Credit cards – some simple strategies

If you have any questions, or would like to get in touch with Taunya, send me an email mknapp@bufalotaxllc.com and I’ll be happy to make the introduction.