5min chapter

Retirement Tax Services Podcast cover image

Taxes and investing, a deep dive with John Wilson and Joe Hohn

Retirement Tax Services Podcast

CHAPTER

Introduction

Stephen Jarvis CPA is joined by two guests from dimensional funds to nerd out on taxes and investments John, Joe, welcome to the show Thanks, glad to be here. One thing that you should know, this is our radio show It's not tax advice, don't take it that way. And so we've really sharpened our pencil for decades on managing assets around the world. We're also looking to innovate there and we'll talk more about some of that as we go through this conversation.

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