Episode 267
The Wealth Ladder with Nick Maggiulli
Retirement Tax Services Podcast · Retirement Tax Services
November 3, 202527m 34s
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Show Notes
In this episode, Steven is joined by author and COO of Ritholz Wealth Management, Nick Maggiulli. In addition to sharing all about his new book, the Wealth Ladder, Nick dives into the details of how Ritholz added tax preparation 4 years ago and the journey they've been on since. Listen to the end as Nick and Steven share examples of how integrating tax services is about more than simply hiring or acquiring.