Retirement Tax Services Podcast cover image

Retirement Tax Services Podcast

Getting Personal and Fixing Money with Derek Notman

Mar 20, 2023
30:28

In this episode, Steven and his guest Derek Notman dive into some of the non-technical areas of tax planning and talk about why it's so important to include in a client's life. Derek shares insight from his years of experience on the important of personal branding and building trust and talks about why taxes are so important for him personally in working with clients.

http://bit.ly/3ZAix8D

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