Dec 19, 2022
Is it irresponsible as a
financial advisor not to be involved in tax planning? Our
guest today believes so. David Rae, CFP, DRM Wealth Management, has
built a successful career developing comprehensive financial plans
to meet life goals, retirement, tax planning, estate issues, and
more. He's also the go-to financial guy for both mainstream and
LGBT print, broadcast, and online media. In this episode, he joins
the show to share his thoughts on incorporating taxes into your
financial plans as an advisor, as well as the importance of
building a solid relationship between an advisor and a
CFP.