THIS WEEK’S PODCASTWhy held-away cash, tax liabilities, and banking relationships are key to truly comprehensive financial planning. Listen
Sometimes you really need an expert
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Getting something done is more important than getting something perfect
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Known pain is easier than unknown possibilities
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Everyone SAYS they're growing, but that's not what we usually see
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Exponential return on investment in an EA doesn’t come from the hours you save; it's getting to do the things you would never have done.
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People who think AI will be the answer to everything may be sorely disappointed
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People who think AI will be the answer to everything may be sorely disappointed
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"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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