May 22, 2023
On this episode Steven is joined by the CEO of the company formerly known as Riskalyze. Having recently rebranded to Nitrogen Wealth, Aaron joins Steven to discuss the evolution of their platform and how taxes are now incorporated into how they help Advisors attract, serve and retain clients. Steven and Aaron discuss the potential traps of unexpected tax bills from an investment portfolio and how the Nitrogen platform can help Advisors better understand the tax drag of specific investments and portfolios.