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EvoFi: A Finance Podcast for Humans

EvoFi: A Finance Podcast for Humans

Business:Investing

Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes

Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes

2024-02-16
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In this episode, we jump back into our "Mistakes Your Financial Advisor Can Help Prevent" series to talk about taxes and some of the areas in which we see many mistakes made. Stephen Fletcher, CFP®, MBA joins Taylor Schmaltz, CFP®, MBA to discuss missed deductions, missed opportunities for optimization, and failing to take a multiyear approach to tax planning. 

view more

More Episodes

Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)
2024-09-26
Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)
2024-07-10
Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow
2024-04-10
Episode 35 - Three Common Problems Plaguing 401(k) Retirement Plans
2023-10-31
Episode 34 - Mistakes Your Advisor Can Help Prevent // Estate Planning
2023-10-02
Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments
2023-08-23
Episode 32 - What to Know about SECURE 2.0 (Part 2)
2023-07-07
Episode 31 - What to Know about SECURE 2.0 (Part 1)
2023-06-05
Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?
2021-09-27
Episode 29 - Tuition Tracking w/ VA529's Mary Morris
2021-03-03
Episode 28 - The Future of (ESG) Investing
2020-11-12
Episode 27 - Startup Co-Founders Talk Tech & Taxes
2020-09-07
Episode 26 - Mind The (Insurance) Gap
2020-08-03
Episode 25 - Your Finances in the Time of COVID
2020-06-05
Episode 24 - Medicare Timelines for Humans
2020-01-03
Episode 23 - FAANG and Tech Stocks
2019-12-03
Episode 22 - Time for a Change w/ Rich Reinecke
2019-10-21
Episode 21 - A Legacy of Generosity
2019-09-02
Episode 20 - A Bridge Over Troubled Water w/ Mark Maurer
2019-08-04
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