Woody Alpern, president of CPA Wealth Advisors

Alpern’s Atlanta-based financial planning company uses qualified CPA advisors to assist investment clients in establishing and achieving personal financial income, retirement, estate, and wealth planning objectives. Additionally, they provide tax planning strategies regarding wealth management, as well as personal investment strategies. So this long-time entrepreneur has a lot to say about the current inflationary period we’re going through. He talks about that and more, including the importance of generating income in retirement, the five ways to bulletproof a financial plan, and why you should rebalance your investments.