Now playing
We Found $16.1M! Here’s How...
Episode 25
In this episode, Angie Grainger CPA/PFS, CFP and Elise Eropkin of Prosperent Co discuss the importance of clean books and how it has led to finding money for clients. They share stories of how they have found millions of dollars for their clients through tax strategies, fixing accounting errors, and uncovering hidden accounts. They emphasize the need for good advice from advisors and the role of bookkeepers in maintaining clean books. They also highlight the benefits of having a personal CFO who can provide comprehensive financial planning and tax strategies. The episode concludes with an invitation for listeners to share their own money found stories.
The Prosperity Nation Podcast
