Reviews written by dougt310
Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
dougt310
February 15, 2023
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dougt310
December 14, 2022
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Roth Solo 401k are better than SEP IRAs no such thing as aRoth SEP IRA
dougt310
December 05, 2022
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instead of 60-40 I use 70-30 to achieve results. No need to add juice to bond funds. In essence I am adding more juice with higher equity and being more...
dougt310
November 15, 2022
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Craig gives the analysis to make sense of the number. He provides the research that I can not do myself.
dougt310
November 08, 2022
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Get Real address how to help people that can't help themselves - how to d=get through to them if it is even possible
Historical Parallels to the Four Phases of the COVID-19 Financial Crisis and Response (Class 2 of 2)
Webinars
dougt310
October 31, 2022
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Historical Parallels to the Four Phases of the COVID-19 Financial Crisis and Response (Class 2 of 2)
Webinars
dougt310
October 31, 2022
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dougt310
October 26, 2022
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Good overview of the tax concepts
dougt310
October 26, 2022
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Good overview of the tax concepts
dougt310
September 21, 2022
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Bob covered a lot. Very insightful. Gives a road map to follow to effectively advise clients.
