Special guest Stephen Taylor is a financial planner, the founder of Merited Wealth, LLC, a Florida Registered Investment Advisor, and the host of the Do It Yourself podcast. He is a lawyer by training who practiced law in different types of practices before starting his business. Jeff and Brett chat with Stephen and dissect his interesting path from law to financial planning. They discuss the benefits of studying law, even for those who will not practice. They also talk about who needs a financial advisor planning and the importance of balancing the costs of education.
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