Building Wealth with Intention: When to Start, What to Know, and Where the Industry Is Headed

In this episode, we move beyond the buzzwords to explore what it truly means to build wealth with intention. Whether you are just starting your financial journey or looking to pivot your strategy, this conversation covers the critical roadmap you need.About Our GuestsDoug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee.Don is co-founder/owner of Guardian Wealth and acts as principal investment advisor. He is also the Vision & Behavioral Coach to Guardian’s client-family. Don’s effectiveness in helping clients reach their goals is powered by a successful career as the owner of a CPA firm that also specialized in financial planning and small business consulting.About Our HostBrandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about our Tax & Estate Planning services here: https://www.mjcpa.com/industries/tax-and-estate-planning/