“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)

Live Life Liberated

English - December 14, 2022 12:00 - 30 minutes - 55.9 MB
Investing Business Management Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)

Next Episode: Section 1202: How Business Owners Can Save Millions of Dollars in Taxes (Ep. 67)

At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth. In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall …