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Dynamic income and tax planning for retirement.
ListenMicah 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.
ListenLearn about the tax law changes and how they may affect you.
ListenInsight into serving clients in unique and highly effective ways.
ListenUnderstanding the tools advisors can use to be better tax planners.
ListenThe benefits of blended planning under one roof.
ListenHow to make the most of your 401(k).
ListenBob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change and where taxes fit into the mix.
ListenThere's more you can be doing with HSAs.
ListenDelivering value through tax prep.
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