Dean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same.
Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.
From tax accounting to tax prep collaboration with financial advisors.
What you need to know to deliver value around Social Security.
What it looks like to achieve balance—and how to do it!
How to live a balanced life, work fewer hours, and still take home the same amount of pay.
