Oct 31, 2022
Today we have a two-Steven show because Steven Atkinson from Buckingham Strategic Partners joins us to share his perspective on why taxes are such an important topic for financial advisors. Listen in to hear about the history of tax planning at Buckingham and why the tax part of financial advising started as such an important thing to them. You'll learn how investment philosophy, retirement goals, and all kinds of elements weave together to help create a better financial strategy.