She’ll tell you over and over that her job isn’t interesting. But if you’re a money nerd, do we have a treat for you today, because accountant Tracy Coenen spends her time chasing down bad guys using spreadsheets and bank statements (I’ll stop if you need a moment). Today she’ll tell us stories of two stories where she helped catch perpetrators by using financial records (and some amazing ingenuity) to help bring “bad guys” to bear.
Plus, are you interviewing soon? Even if you aren’t we’ll talk about some useful tips if you’re interested in moving up the ladder at work or with another pursuit (and who isn’t?). Plus, we’ll discuss the new milestone one fund company just passed and pause for a moment…man, that’s a lot of money.
Of course, we’re also going to toss out the Haven Life Line to Dillon and get Joe and OG’s take on how Dillon should approach his investments. All and and we’ll still make room for Doug’s trivia. Step aside, people! There’s a new episode coming…..this plate is HOT!
Show Notes:
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<4:12> Headlines
- How to prepare for a job interview: 5 things to know before you go (CNN Business)
- Vanguard smashes through $6tn assets barrier (Business Fast)
<21:00> Tracy Coenen
Tracy Coenen, CPA, CFF, is a forensic accountant and fraud investigator with Sequence, Inc. in Milwaukee and Chicago, investigating embezzlement, financial statement fraud, securities fraud, Ponzi schemes, divorce, white-collar criminal defense, insurance fraud, and civil litigation matters.
You can learn more about Tracy and her company, Sequence Inc., by visiting http://www.sequenceinc.com/.
<49:14> Doug’s Trivia
- What’s the most likely thing identity thieves will try to steal?
<57:01> Haven Life Line
- Dillon calls in to ask whether or not he should max out all of his tax-advantaged accounts, or should he earmark more money to after-tax accounts to allow for more flexibility in the future.
Want the guys to answer your question? You can call into the Haven Life Line and get your question answered on-air HERE.
Join us Friday!
When our roundtable has some fun talking about all of those awkward conversations about money.
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