Mar 28, 2022
You can't make informed financial decisions without incorporating some sort of tax planning. And when creating a financial plan for your clients, the only way to help them take control of their financial future is to ensure they understand the taxes that they will be responsible for, both now and in retirement. So, in...
Mar 21, 2022
So you’ve taken the next big step and signed up for tax software. Now what? How do you use this to make a huge impact on your clients' lives? Taylor Schulte is the founder of Define Financial, as well as a podcast host, financial planner, and co-founder of The AGC™ Community for Advisors. In this episode, Taylor...
Mar 14, 2022
Travis Gatzemeier, CFP, believes money is a tool that can unlock the opportunity of life. He is the Founder of Kinetix Financial Planning, where he helps to simplify his clients’ finances through what he calls “dynamic” financial planning and investment management. In this episode, Travis talks about the impact...
Mar 7, 2022
Reese Harper, CFP, is a dental finance thought leader with a Master's in Finance. He is the Founder of Dentist Advisors and the CEO of a service platform called Elements®, which is used by Advisors to help dentists across the country plan and retire better. In this episode, Reese joins the show to discuss the...