Join Jeff as he welcomes special guest Kevin Korhorn, CFP®, ChFC, AIF®, owner of Korhorn Financial Group, Inc., to explain the some of the recent changes related to the tax code. How could these changes impact your financial plan? Kevin and Jeff will share specific techniques and strategies they suggest as financial planners to their clients. Kevin argues that now more than ever working with a holistic financial planner is crucial as it relates to understanding your personal financial circumstances, developing techniques and strategies around tax planning, and help executing them alongside your tax professional.
Listeners should not assume that this podcast serves as the receipt of, or a substitute for, personalized advice from TandemGrowth or from any other investment professional. Listeners should not use this podcast as the sole basis for any investment, financial planning, tax, estate planning, legal, or other decisions. Rather, a professional adviser should be consulted and/or independent due diligence should be conducted before implementing any options addressed in the podcast. TandemGrowth is neither a law firm nor an accounting firm. Without limiting the foregoing, the tax and estate planning information provided is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Recipients should consult an attorney or tax professional regarding their specific legal or tax situation.
Things that make you go "Hmmm" with special guest David Hultstrom
Rethinking capital market assumptions to create an optimal (not perfect!) portfolio
If I died tonight: Planning for the financial impact of the unplanned
The path to evidence-based investment planning
Trust the process: Creating predictability in an unpredictable world
Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’
Fostering healthy investor behavior using an evidence-based approach
Uncovering your unique abilities to create a purpose-filled life
Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy
What are your great goals in life?
Putting First Things First: 4 Questions to Help You Uncover What Matters Most
It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey
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