Financial Planning: Explained - 33 - Brian Pugliese Part II - Financial Planning Explained with Brian Pugliese Part II

00:28:44Added: 29.11.2021

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.