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Ep 402. From Intern to Advisor

EPISODE · Apr 23, 2026 · 9 MIN

Ep 402. From Intern to Advisor

from Retire SMART Podcast · host Retire SMART LLC

Today, we sit down with CFP® Alex Murray to unpack what happens after tax season—and why now is actually the most important time for proactive tax planning. We discuss how strategic forecasting, legislation changes, and real-time adjustments can dramatically impact what you pay. Plus, Alex shares his journey from intern to advisor and what young professionals should know about building a career in financial planning.

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Ep 402. From Intern to Advisor

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