On this week's episode of the Mize Breakroom, Marc Swearengin, your host and Director of Business Development at Mize CPAs, sits down with John Bohan, CFP® at Prism Financial Group. Marc and John kick off with the one question that drives many financial decisions “What do I do with my money?" John explores deciding what to do with your money and asking "What is the money for?" John introduces the three-bucket framework and how you can use that to help inform your choice on what do to with your money.

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The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs.

Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.