Apr 15, 2022
In today’s episode, Ben and Steven talk about real-life situations from tax season and lay out the most important points to take away from how they were navigated. You will hear about common questions that came up, as well as how the guys were able to educate clients and help them throughout tax season.
You can find...
Apr 1, 2022
We’ve filed our tax return, so what do we do now with that brand new, shiny information? In this episode, Ben and Steven discuss how you can use the information from your tax returns to ensure better retirement outcomes. You will also hear about the first steps to take after filing your return, what to focus on moving...