Preview Mode Links will not work in preview mode

Retirement Tax Services Podcast

Jun 20, 2022

For many advisors, there’s a lot more work to be done around tax planning than we can commit to time-wise. So, we're doing things a little different for today’s episode, and you’re in for a treat because Dr. Travis Parry joins Steven on the show to discuss what it looks like to achieve balance—and how to do it! Dr. Parry is a financial advisor, as well as the author of the #1 bestselling book Achieving Balance. Listen in as he shares a bit of the journey that caused him to pivot in his career and move toward helping other people learn how to incorporate more balance into their lives.