Hi Folks,
I’m reaching out because my good friend Dave Duley (you might remember him from the Controversial Truth Podcast we co-hosted ages ago) is working on another groundbreaking project, and we’d love your input!
Dave’s latest mission is to help people understand how policy changes—like tax sunsets or Medicare adjustments—impact their personal finances, retirement and related topics. Big corporations have teams analyzing these risks, and he believes individuals deserve the same insights.
Dave and his team are building a tool to make this simple and personal, and they need your help. Please take this short survey to share your thoughts and let them know if you’d like to join their test group. The survey asks about your experiences with managing finances and staying informed about policies.
If selected as part of the test group, you’ll:
Get early access to test the product.
Share feedback to shape its development.
Receive a year of free membership when it’s live.
Complete the survey here. It’ll only take 5–10 minutes. If you’re a fit, they’ll follow up to schedule a short Zoom session.
Thanks so much for considering!
✅