Episodes
Friday Feb 16, 2024
Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes
Friday Feb 16, 2024
Friday Feb 16, 2024
In this episode, we jump back into our "Mistakes Your Financial Advisor Can Help Prevent" series to talk about taxes and some of the areas in which we see many mistakes made. Stephen Fletcher, CFP®, MBA joins Taylor Schmaltz, CFP®, MBA to discuss missed deductions, missed opportunities for optimization, and failing to take a multiyear approach to tax planning.
Version: 20240731
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