Steven’s guest today is advisor William Miller, the founder of
WM Wealth Planning. William regularly posts eye-catching,
tax-related graphics on social media. We wanted to know more about
how this became his focus.
About the Podcast
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.