Taxes & Fees
Navigating Deal Breakers in Financial Planning: Taxes and Fees
Navigating Deal Breakers in Financial Planning: Taxes and Fees
This week's blogpost - https://bahnsen.co/4mCBen4
Navigating Deal Breakers in Financial Planning: Taxes and Fees
In this episode of the Thoughts on Money podcast, hosts Trevor Cummings and Blaine Carver delve into the complex topics of taxes and fees within financial planning. Using a mix of personal anecdotes and professional experiences, they explore how deal breakers and stubbornness can negatively impact financial decisions. The discussion highlights the importance of considering multiple options, understanding tax implications, and weighing fees against potential benefits. They also emphasize that financial planning is a maze with multiple paths to the finish line, encouraging openness and prudence in decision-making.
00:00 Welcome to the Thoughts on Money Podcast
00:43 Deal Breakers in Financial Planning
05:04 Understanding Taxes and Unrealized Gains
17:04 Navigating Fees in Investment Strategies
23:50 The Importance of Openness and Prudence
32:29 Concluding Thoughts and Listener Engagement
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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