With each show, Patrick and his guests strive to offer valuable and enjoyable content which will contribute positively to listeners’ health, wealth, and wisdom.
In this episode, Patrick interviews Steve Hunt, Director of Financial Counseling for WellthPartner. They discuss the important distinction between tax planning and tax advice, why the latter is so important in wealth management (and is so rarely offered), as well as some tips and pointers listeners can incorporate into their own wealth management.
You can find more information about WellthPartner at: www.wellthpartner.com.
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