Since she was a teenager, Wendy has longed to manage her own finances. She's now a seasoned financial advisor. Over the last 25 years, she’s learned how to manage the United States tax and cash system and is here to offer you some tips and tricks to help you “keep more money in your pocket.”
Wendy Barlin, CPA, is a tax strategist, an author, and a professional speaker. She has dedicated her career to assisting people in keeping more of their hard-earned money via tax planning and cash management solutions. Her book called, That’s Deductible! is a must-read for all.
Wendy, a native of Cape Town, South Africa, fell in love with the glitz and glam of the City of Angels while traveling across the world in quest of her dreams. In this episode of the Loans On Demand Podcast, she not only shares her backstory with Luke but also offers loan officers many tax-saving solutions.
What You Will Learn:
How loan officers may save more money on taxes. Why you should keep your bookkeeping up to date. Wendy's unique value proposition in a world of commoditized services. And much more!
Favorite Quote:
“I absolutely guarantee that you'll save tax by organizing your finances.”
Wendy Barlin
How To Get Involved:
Find more about Wendy through the Website, or connect with her on LinkedIn and Facebook. Her book called, That’s Deductible! is available on Amazon.
Learn more about Luke through the Website, or connect with him on LinkedIn, and Facebook.
Make sure you never miss an episode — check out Loans On Demand shows on Apple Podcasts, and don’t forget to subscribe, rate, and review!
