THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors Listen
"Action is more important than getting things 'just right'’
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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.
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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.
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Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.
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Every state does it different, there are no rules of thumb.
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You should always run from anyone who thinks their solution is always the answer. Tax planning has to be personal.
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Action is what counts. Implementation is better than knowledge.
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Technology should be a genius assistant so Advisors can add more value to their clients.
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Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
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Great processes are really for your team, not for the advisor themselves.
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