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Episode 91: Tax Prepping at Wood Financial Group episode artwork

EPISODE · Sep 22, 2023 · 1H 6M

Episode 91: Tax Prepping at Wood Financial Group

from Retire Y'all Charleston · host Adam Curran

On this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group. Key takeaways: How Wes’ firm, Wood Financial Group, came to be Wes’ transition into working with Advisors Excel Why it’s so great to have a tax service at a financial firm Adapting to growth within both their companies and taking on bigger roles

What this episode covers

On this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group. Key takeaways: How Wes’ firm, Wood Financial Group, came to be Wes’ transition into working with Advisors Excel Why it’s so great to have a tax service at a financial firm Adapting to growth within both their companies and taking on bigger roles

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Episode 91: Tax Prepping at Wood Financial Group

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Frequently Asked Questions

How long is this episode of Retire Y'all Charleston?

This episode is 1 hour and 6 minutes long.

When was this Retire Y'all Charleston episode published?

This episode was published on September 22, 2023.

What is this episode about?

On this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group. Key takeaways: How Wes’ firm, Wood...

Can I download this Retire Y'all Charleston episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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