It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
There is more to tax efficient investing than simply choosing an ETF.
Every advisor should be creating content of some kind
Hard work matters. Success is about having great systems and then relentlessly executing.
Asking questions often makes people defensive, but there are other ways to get people to open up.
Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.
