Episode 221
"Taxes over time" with Benjamin Brandt
Retirement Tax Services Podcast · Retirement Tax Services
December 16, 202430m 17s
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Show Notes
Joining the show this week is perhaps one of the forefathers of financial advisor podcasts, Benjamin Brandt. Ben shares his podcast and tax planning origin story (both predate being involved with RTS) and how his approach to these key areas of growth have changed over time. You don't have to be a tax expert to deliver massive value to clients, you do need to be consistent and committed and Ben gives great insight on both.