Taxes may be the single most common area where clients feel at a disadvantage. Complex rules, competing strategies, poor communication from experts, and several behavioral biases work together to make it a topic many of us would rather avoid. In today's episode, Ben and Zach talk through how they have come to view taxation as an exciting subject and why they think it may be one of the biggest areas of value that come from the financial planning process. You'll learn how their perspective has changed as they've practiced as professional advisors and how they simplify reviewing tax topics to make it easier to understand for their clients.
The Dollar Derail
Guide Financial Planning's Ben Wacek joins Zach Ashburn of Reach Strategic Wealth on Christian financial podcast The Dollar Derail for some quick conversations to change your financial train of thought.