Wealth Management & Self Directed IRA (Kirk Chisholm)#RIA Expert Episode 3 (TABSC)




Tax Accountant Advisor & Biz Coach Success show

Summary: Liz #Soria the host of Tax Advisor Biz Coach Success Podcast and her expert guest Kirk #Chisholm (#RIA - #retirement #investor #advisor) and #Wealth Mgmt #Consultant. Chisholm shares with the audience to why hiring a RIA vs to a Broker/CFP is different and what other benefits you can obtain investing self directed IRA www.innovativewelath.com . Liz can be reached at www.etbsfl.com for a complimentary phone consultation - no obligation.