Ep 30: How To Handle Conflicting Advice With Taylor Schulte


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By Prajin and Steven Jarvis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Steven’s returning guest this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments in Advisor Marketing.

Today’s episode answers a submitted question: “I would like to know if Taylor’s ever recommended a Roth conversion, but then had a client decide not to do it because their tax preparer didn’t recommend it?"

Are you interested in content that provides you with action steps that you can take to provide massive tax value to your clients? Then don't wait to sign up for our powerful online training sessions. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/rts-registration-0728-a

62 episodes