Roth Conversions, Charitable Contributions, Tax Loss and Gain Harvesting... Oh my!

Special Guest Jim Bradley joins Abrin and Tyler to talk about how Social Security benefits are calculated, strategies for taking Social Security benefits, and how the system could be reformed in the future. 

To view the video with slides that are referenced in this episode, click HERE.

Join Tyler and Abrin as they lay out the six key steps to the financial planning process and stay until the end for a new friendly competition among hosts.

Big thanks to all the team members for joining Tyler and Abrin on Episode 2 of Financial Discretion Advised. We had great conversations about the benefits of working as team to support clients - some serious and some not so much. Come get introduced to everyone and their roles within the firm. Enjoy! 

On this first episode of Financial Discretion Advised we will be talking about what it means to be a fiduciary in the financial advising world and under what circumstances an advisor must act as a fiduciary. Don't worry, audio quality and our performance will only get better from here.