Financial Advisor Financial Counseling Financial Planning Taxes 
Fortune Financial
JANUARY 11, 2024
Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. Consider offering traditional and Roth options to provide flexibility in future tax treatment.
The Big Picture
JUNE 6, 2023
I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing? And that’s where I think people go wrong.
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