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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

What's unique about Seth, though, is how he has created what he calls an "input deliverable" that allows him to demonstrate value more tangibly to his ideal prospects by helping them solve a key tax planning pain point… but without the time-consuming busywork of having to create a separate output for each individual client household.

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At The Money: How to Spend Your Money in Retirement

The Big Picture

Full transcript below. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She is the Director of Personal Finance and Retirement Planning at Morningstar.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes 52
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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Retirement Planning: Give tips on how to save for retirement. Explain how to manage your retirement funds and pay for healthcare. Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes. Always explain any risks clearly.

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Home Office Deductions: What Remote Workers Need to Know in 2025

Harness Wealth

Home office space deductions Business equipment deductions Travel expense deductions Vehicle mileage deductions Business meal deductions License fee deductions Health insurance deductions Retirement contribution deductions How do I claim home office tax deductions? What home office deductions can I claim?

License 52
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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. To acquire the CPA license, you need to meet specific requirements.

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What are the Different Types of Financial Advisors?

WiserAdvisor

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals.