Nerd's Eye View

OCTOBER 29, 2024

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Nerd's Eye View

JANUARY 21, 2025

Welcome to the 421st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. Read More.

Taxes 207

Taxes Tax Planning Compensation Planning Financial Advisor 207

Zoe Financial

JUNE 20, 2025

That’s why we help investors connect with independent fiduciary advisors who can deliver personalized, coordinated strategies. FAQs: Understanding the Basics How much should I contribute to my retirement plan? It depends on your income, timeline, and broader financial picture. Find your financial advisor matches.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Harness Wealth

DECEMBER 30, 2024

Consulting with a tax advisor from Harness can help you understand the complexities and implications of an 83(i) election in-depth, and can help you make the right decision for your specific needs. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Starting at $1,500 per year.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Yardley Wealth Management

FEBRUARY 4, 2025

Key deductions include: Mortgage interest payments on primary and secondary residences Property tax deductions (subject to SALT limitations) Home office deductions for qualifying spaces Maximizing Retirement Account Benefits Take full advantage of tax-advantaged retirement accounts to reduce your current tax burden: Contribute the maximum allowed to (..)

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

NOVEMBER 17, 2022

Considering tax planning strategies to reduce the impact of the new MA surtax. Here are a few to discuss with your tax and financial advisor: Rethink your MA residency. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111