No, Every Advisor Isn't Doing Tax Planning, But Yes, They Should. With David Rae, Ep. 117

Update: 2022-12-19

Description

Is it irresponsible as a financial advisor not to be involved in tax planning? Our guest today believes so. David Rae, CFP, DRM Wealth Management, has built a successful career developing comprehensive financial plans to meet life goals, retirement, tax planning, estate issues, and more. He's also the go-to financial guy for both mainstream and LGBT print, broadcast, and online media. In this episode, he joins the show to share his thoughts on incorporating taxes into your financial plans as an advisor, as well as the importance of building a solid relationship between an advisor and a CFP.

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No, Every Advisor Isn't Doing Tax Planning, But Yes, They Should. With David Rae, Ep. 117

#box-pro-ellipsis-173765888072065{-webkit-line-clamp:2;}No, Every Advisor Isn't Doing Tax Planning, But Yes, They Should. With David Rae, Ep. 117

No, Every Advisor Isn't Doing Tax Planning, But Yes, They Should. With David Rae, Ep. 117

No, Every Advisor Isn't Doing Tax Planning, But Yes, They Should. With David Rae, Ep. 117