Sep 26, 2022
Tax laws are changing frequently, which means a client's financial plan is going to need the ability to pivot throughout their working years and their retirement. This is why comprehensive financial planning should always include a tax planning professional. In fact, to give financial advice without looking at your...
Sep 19, 2022
Income Lab co-founder Justin Fitzpatrick joins the show today to share his angle on how taxes fit into retirement. He discusses why he created a new financial planning software, as well as its role in making retirement income planning more realistic and attainable. Steven and Justin also dive into the problems with...
Sep 12, 2022
Financial advisors are generally not qualified to give tax or legal advice when helping out clients. However, these are both important steps in the financial planning process. So, what advice can advisors give without crossing any lines—while still providing the most value to their clients? Micah Shilanski, CFP, and...
Sep 5, 2022
When tax laws change and new things are passed in Congress, it’s helpful to have an understanding of how those changes affect you and your finances. Fellow CPA and industry legend Jeff Levine joins the show today to share his wealth of knowledge on taxes and discuss how the Inflation Reduction Act may—or may...