Welcome to this week's episode of Wisdom and Wealth where  our calling is to enable you to fulfill your own! Today I walk through why you should be getting a tax report from your advisory team and how this review assists in making sure your portfolio is tax efficient and working together for your benefit. Find out what some of the common missed items may be and how this act of accountability drives further transparency within your relationship. Feel free to pass on your thoughts and also subscribe to my Wisdom and Wealth Newsletter.

As always we are wishing you continued Truth, Beauty and Goodness on the road ahead. 

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Music by bensound.com