
Sign up to save your podcasts
Or
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […]
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
4
1313 ratings
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […]
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
2,174 Listeners
938 Listeners
804 Listeners
2,000 Listeners
454 Listeners
2,058 Listeners
885 Listeners
241 Listeners
1,546 Listeners
108 Listeners
195 Listeners
307 Listeners
18 Listeners
3 Listeners
123 Listeners