Episode 134: Helping Clients Mitigate Tax and Legislative Risk - A Differentiated Approach
Description
Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some surprising insights, and a point of view on ways to introduce a conversation that has prospects and clients "all ears."
We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master’s degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay’s work focuses on supporting advisors in strengthening their relationships with their clients...
Published 11/18/24
Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth,...
Published 10/24/24