Episode 9 Working with Your Accountant

Published: July 7, 2015, 4 p.m.

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In this episode Ramon Lua joins Tom and John McFie to talk about the proper role of a CPA or Accountant in Your Financial GAME... With his experience and Accounting degree, Ramon shares his perspective on Client/Accountant relationships and how to balance your priorities for income, savings and getting rid of debt.\\xa0

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This podcast contains expressed views and opinions of Life Benefits, LLC., its agents, representatives, and/or others who have been quoted from various sources. \\xa0Such content should be used for educational purposes only. \\xa0Nothing in this recording constitutes, or is meant to constitute, advice or counsel of any kind. \\xa0 If you require advice or counsel in relation to any legal, financial or medical matter you should consult an appropriate professional.

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