
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.
2,184 Listeners
937 Listeners
803 Listeners
1,988 Listeners
455 Listeners
2,049 Listeners
888 Listeners
238 Listeners
1,542 Listeners
109 Listeners
197 Listeners
305 Listeners
19 Listeners
3 Listeners
118 Listeners