# Real Stories: Good Planning, Bad Tax Schemes

An episode of [The Meaningful Money Personal Finance Podcast](https://invisiblenetwork.ai/podcast/581790263), 1 Nov 2023, 36 min.

Audio: https://traffic.libsyn.com/secure/meaningfulmoney/RS2.mp3?dest-id=119595

This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It'll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever. Shownotes: https://meaningfulmoney.tv/RS2 Investment Cheatsheet: https://meaningfulmoney.tv/investment

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