Podknife - The Rosetta Stone to Delivering Massive Value [Episode 81] by The Perfect RIA

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The Rosetta Stone to Delivering Massive Value [Episode 81]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Jun 19, 2020
Episode Duration |: 00:33:32

Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.

You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj

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