28 min
The Future of Financial Planning and Where Taxes Fit In With Bob Veres, Ep. 97 Retirement Tax Services Podcast
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- Investing
For over four decades, Bob Veres has been at the forefront of journalism in the wealth management industry, having written for some of the top financial planning websites and magazines. Now, Bob’s industry-changing newsletter, Inside Information, serves as the go-to for advisors looking to learn, network, and discuss the industry's hottest topics. In this episode, Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change, and where taxes fit into the mix.
For over four decades, Bob Veres has been at the forefront of journalism in the wealth management industry, having written for some of the top financial planning websites and magazines. Now, Bob’s industry-changing newsletter, Inside Information, serves as the go-to for advisors looking to learn, network, and discuss the industry's hottest topics. In this episode, Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change, and where taxes fit into the mix.
28 min