Welcome to the Curio Wealth Podcast, your gateway to a world of financial wisdom, wealth management insights, and real life stories. Whether you’re a seasoned professional looking to fine-tune your retirement or a young family eager to learn the ropes, our podcast is your trusted resource. With engaging discussions, expert interviews, and actionable advice, we’re here to empower you on your wealth-building adventure. Tune in to the Curio Wealth Podcast and take the first step towards a more secure and prosperous financial future.
What types of accounts do you have in your financial “toolbelt”? As an individual investor, how can you use these accounts to implement effective tax strategies? Jim Kantowski, CFP®, and Jacob Sadler, CFP®, discuss in this episode.
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