Introduction

Jonathan Bird, CEO of Farnham Financial is joining the show to talk about something we actually haven't covered yet. He previously worked for Schwab for six years and managed $250 million in client money. Now he's started his own firm saying I'm not going to take on 200 clients again,. "I'm going to keep it more manageable" And kind of keep the same specialty of working with retirees or near retirees. We'll dive into some fun things that you might want to try out as part of your retirement tax services podcast.