Download - Becoming a Tax Strategist with Derrick Kinney

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Retirement Tax Services Podcast

Business:Investing

Becoming a Tax Strategist with Derrick Kinney

2024-03-25

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On this weeks episode Steven is joined by an Advisor who is generously sharing what worked so well for him as he built and sold a planning practice across multiple decades. Derrick Kinney, host of the Good Money Podcast, gives specific approaches he has used and coached advisors on that he has seen produce results time and again. His recommendations are not on specific tax principles but give Advisors the tools to communicate in a way that is going to have lasting impact.

https://zurl.co/Lglt