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9min chapter
Learning Tax Planning Throughout Your Career with Brent Gargano
Retirement Tax Services Podcast
From Experiences to Expertise: A Financial Journey
This chapter chronicles the speaker's personal and professional evolution in finance, starting from their childhood experiences with money during significant family challenges. It emphasizes the importance of understanding client values and integrating tax planning strategies to foster trust and enhance financial advising practices.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode