Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)
Another Rich Girl Roundtable with a financial professional.
The Money with Katie Show · Morning Brew
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Show Notes
Dozens of you asked: Is it time to graduate from tax programs like TurboTax to a CPA? We bring in Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, for another Rich Girl Roundtable. We'll walk through whether you need a CPA or not, when to look for one, and what to know about fees.
Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week.
Transcript, show resources, production credits and more can be found at https://moneywithkatie.com/time-for-a-cpa.
Reminder: This is not financial advice; please do your own due diligence.
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