This week's blogpost - https://bahnsen.co/4mCBen4

Navigating Deal Breakers in Financial Planning: Taxes and Fees

In this episode of the Thoughts on Money podcast, hosts Trevor Cummings and Blaine Carver delve into the complex topics of taxes and fees within financial planning. Using a mix of personal anecdotes and professional experiences, they explore how deal breakers and stubbornness can negatively impact financial decisions. The discussion highlights the importance of considering multiple options, understanding tax implications, and weighing fees against potential benefits. They also emphasize that financial planning is a maze with multiple paths to the finish line, encouraging openness and prudence in decision-making.

00:00 Welcome to the Thoughts on Money Podcast

00:43 Deal Breakers in Financial Planning

05:04 Understanding Taxes and Unrealized Gains

17:04 Navigating Fees in Investment Strategies

23:50 The Importance of Openness and Prudence

32:29 Concluding Thoughts and Listener Engagement

Links mentioned in this episode: