• Your Research Guide with Leeann Schultz and Jim Butler

  • Apr 7 2023
  • Length: 38 mins
  • Podcast

Your Research Guide with Leeann Schultz and Jim Butler

Listen for free

View show details

  • Summary

  • We often talk a lot about doing your own research when it comes to investing and finances. But, that is often easier said than done. I get a lot of questions from people asking where there should start when it comes to doing research for investments, planning, estate, and many other planning aspects. In this episode, we invited Jim Butler, Partner and Director with Marcum Wealth, and Leeann Schultz, Chief Compliance Office for Marcum Wealth, to discuss research and where to begin.

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!
    Show more Show less
Show more Show less

What listeners say about Your Research Guide with Leeann Schultz and Jim Butler

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available