
Sign up to save your podcasts
Or


Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.
You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.
You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj

137 Listeners

806 Listeners

194 Listeners

285 Listeners

677 Listeners

2,028 Listeners

2,115 Listeners

918 Listeners

246 Listeners

114 Listeners

338 Listeners

129 Listeners

134 Listeners

48 Listeners

151 Listeners