Throwback “Asking the right questions on taxes” - with Meghaan Lurtz

Retirement Tax Services Podcast

Το περιεχόμενο παρέχεται από το Prajin and Steven Jarvis. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Prajin and Steven Jarvis ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

3M ago 36:34

MP3•Αρχική οθόνη επεισοδίου

Throwback to last summer’s most popular episode ““Asking the right questions on taxes” It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overlap of psychology and financial planning and shared her insight on how Financial Advisors can more successfully navigate conversations around complex and emotional topics, like taxes. Much to Steven's delight Meghaan confirmed some of his beliefs on WHY taxpayers feel the way they do and make some of the choices that they do, now he has science and experience backing him up. This episode is a must listen for anyone who talks to their clients about taxes.

https://zurl.co/i8Py

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#Trading #Business #Prajin #Steven Jarvis #Tax Planning