THIS WEEK’S PODCAST
There are things you only learn from actually going through the process Listen
Make life decisions first, and then sort out the tax implications. Taxes shouldn't be the reason to stay married but that doesn't mean they have to be a surprise in April.
Listen
There is a huge opportunity for Advisors who can find middle ground between the overly technical white papers and clickbaity nonsense on taxes currently covering the internet.
Listen
Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.
Listen
Every state does it different, there are no rules of thumb.
Listen
You should always run from anyone who thinks their solution is always the answer. Tax planning has to be personal.
Listen
Action is what counts. Implementation is better than knowledge.
Listen
Technology should be a genius assistant so Advisors can add more value to their clients.
Listen
Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
Listen
Great processes are really for your team, not for the advisor themselves.
Listen
Rules of thumb don't cut it, you have to understand the nuance for your clients
Listen
