Ep 54: Tax Myths Advisors Must Dispel With Phil Putney

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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.

Phil Putney of ASF Wealth Management joins Steven this week to talk about tax myths. Some people delay tax planning for retirement because of the myths around taxes. Consequently, they retire with fewer funds, higher taxes, or both.

63 episodes