Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before becoming a fund manager) shared their perspective and insight on just how much taxes play a role in investment selection and management. This episode is a bit more technical but still gives any advisor great information they can apply to continue elevating their tax game.
https://zurl.co/s7Ro
Retirement Tax Services Podcast