THIS WEEK’S PODCAST
People who think AI will be the answer to everything may be sorely disappointed Listen
People who think AI will be the answer to everything may be sorely disappointed
Listen
"Where does the next $1,000 of deductions come from?"
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"RMD is only the MINIMUM you have to take; that doesn't make it the right amount."
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What I care about the most is people taking action
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It's all about creating better client experiences
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People think they know their numbers, the reality is they're usually wrong
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The only thing you HAVE to do in the financial world is file a tax return.
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Why would we ever use hypothetical numbers when we have so many real-world examples?
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Complex is not the same as valuable.
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Estate planning comes down to control.
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