Episode 91: Tax Prepping at Wood Financial Group
Retire Y'all Charleston
English - September 22, 2023 18:36 - 1 hour - 90.7 MB - ★★★★★ - 13 ratingsInvesting Business Education 401k charleston conservative income loans lowcountry retirement security social annuities Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
On this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group.
Key takeaways:
How Wes’ firm, Wood Financial Group, came to be Wes’ transition into working with Advisors Excel Why it’s so great to have a tax service at a financial firm Adapting to growth within both their companies and taking on bigger roles