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You have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.
Listen"Action is more important than getting things 'just right'’
ListenMake 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.
ListenThere 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.
ListenRoth isn't the answer in every situation, but it's too valuable to not at least consider for every client.
ListenEvery state does it different, there are no rules of thumb.
ListenYou should always run from anyone who thinks their solution is always the answer. Tax planning has to be personal.
ListenAction is what counts. Implementation is better than knowledge.
ListenTechnology should be a genius assistant so Advisors can add more value to their clients.
ListenEverything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
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