PLAY PODCASTS
The Rosetta Stone to Delivering Massive Value [Episode 81]
Season 1 · Episode 81

The Rosetta Stone to Delivering Massive Value [Episode 81]

The Perfect RIA · Matthew Jarvis & Micah Shilanski

June 19, 202033m 32s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.

You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj