Showing results by author "Kyle Lottman CFA CMT CPA" in All Categories
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Between Cases
- By: Kyle Lottman CFA CMT CPA
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Real money conversations happen every day in the doctor's lounge in between cases without a financial planner there to participate. This podcast is one financial planner's attempt to provide answers to these everyday questions. with some entertainment mixed in. Episodes will be concise with the occasional long episode where a guest discussion takes place.If you would like to submit questions for future episodes, you can email Kyle directly at kyle@elevatecapitaladvisors.comClick Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPAFollow me on social:X | LinkedInAbout the Host:Kyle ...
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