Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
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Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)
Breakthrough Advisor
37 minutes 5 seconds
1 year ago
Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)
Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.
Breakthrough Advisor
Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.