3min chapter

The Retirement Tax Podcast cover image

Tools of the Trade with special guest Jason Parker, ep. 43

The Retirement Tax Podcast

CHAPTER

The Value of Tools, Impacting People, and Working with Advisors

This chapter explores the significance of having useful tools and transparency in managing finances. It emphasizes the benefits of impacting communities and working with advisors, while also addressing concerns about complexity and the need for professional advice.

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