Simply Tax

Wealth Accumulation Nation #152


Listen Later

FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumulating wealth and share real-world examples of the benefits of working with a financial planner. Here's what they discuss:

  • Who are Carlee and Zach and how did they get into the finance industry? [00:57]
  • Who and what are the Wealth Accumulation Team? [04:54]
  • It takes a multidisciplinary team [08:15]
  • A real-world example with serving physicians [10:26]
  • How to know if you need a financial advisor [12:42]
  • Jargon and other common challenges [16:35]
  • Planning for phases of life and competing goals [19:40]
  • What if I feel uncomfortable talking about finances? [24:20]
  • Three top tips from Carlee and Zach [26:58]
  • What Carlee and Zach enjoy most about what they do [32:01]
  • Closing thoughts [33:36]

The services discussed in the episode may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment advisor, and/or accounting, tax and related solutions provided by FORVIS, LLP.

Learn more about Zach & Carlee and get additional resources with the show notes to this episode comming soon here.

GET MORE SIMPLY TAX

We're excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.

A complete archive of our episodes is available on our website and YouTube playlist.

We'd love to hear from you! Email feedback and questions to [email protected].

...more
View all episodesView all episodes
Download on the App Store

Simply TaxBy Damien R. Martin, CPA

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

180 ratings


More shows like Simply Tax

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,740 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,731 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,389 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,256 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,316 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,459 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

891 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,581 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,420 Listeners

Barron's Live by Barron's Live

Barron's Live

214 Listeners

The Daily Punch by Punchbowl News

The Daily Punch

715 Listeners

Wealthy Way by Ryan Pineda

Wealthy Way

2,132 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

585 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,622 Listeners

On The Market by BiggerPockets

On The Market

906 Listeners