Roger Whitney, CFP®, CIMA®, CPWA®, AIF® | Guest: CASUAL MONDAYS PODCAST

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GREAT BIG DISCLAIMER:

The Casual Mondays Podcast is presented only for entertainment and/or educational purposes. Moreover, no listener/user should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from a registered investment professional. We do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented on the podcast, this website, or other affiliated properties. Any third-party content or links are provided solely for convenience. Neither Kevin Donahue nor the Casual Mondays Podcast is a registered investment advisory firm, a law firm, or a tax advisory service, and neither is representing any spoken, written, or transmitted content as financial planning, tax, legal, or investment advice. All users are strongly advised to consult qualified professionals regarding any financial planning, tax, legal, or investment decisions.

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