AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Retirement Tax Services Podcast
When your passion transforms the industry with Sheryl Rowling
Apr 3, 2023
28:41
Steven's guest on today's episode is none other than Sheryl Rowling, a fellow CPA and creator of Morningstar's Total Rebalance Expert Software. Sheryl started her career preparing taxes and then saw the saw of tax planning and embraced. While she didn't set out to create an industry-wide tool, her frustration with existing tools and her commitment to delivering massive value to clients led her to creating just that. Sheryl now works as the Editorial Director, Financial Advice for Morningstar and will be a keynote speaker at the 2023 RTS Next Level Tax Summit.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode