THIS WEEK’S PODCAST
People think they know their numbers, the reality is they're usually wrong Listen
It's not just about delegating the things you don't want to do.
Listen
There's always more than just the technical details.
Listen
The core principles of tax planning are the same regardless of the topic
Listen
The core principles of tax planning are the same regardless of the topic
Listen
The best place to start is by reviewing your own policy!
Listen
It's not going to be a chaotic relationship for long.
Listen
Many taxpayers with a financial advisor AREN'T getting help with taxes.
Listen
Nothing beats practice.
Listen
Putting people first makes all the difference.
Listen
