In today's episode, Matt and Micah talk about the intricacies of tax projections and financial planning and the vital role of human expertise and critical thinking. While software can aid the process, it cannot replace the skills of a skilled financial planner, and, unfortunately, relying solely on software can lead to inaccurate results and a lack of awareness of potential errors. They'll also stress the importance of effective communication, asserting that even the most sophisticated software is useless if clients cannot grasp its implications.
https://theperfectria.com/podcast/219
The Perfect RIA