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Retirement Tax Services Podcast


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 this episode, John Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.