#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz. “The trends that we’re seeing right now is that the younger generation wants things to be a lot more personalized. They really don’t want to be educated. They don’t want to know how a Monte Carlo works and what’s a capital market assumption. They just want an answer. Like, do I have enough money? Am […] The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz.

Episode metadata supplied by the publisher feed · Published Jul 3, 2020

Embed this episode

Attribution link and audio player

NOW PLAYING

#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

0:00 0:00

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

When was this WealthTech Today episode published?

This episode was published on July 3, 2020.

Can I download this WealthTech Today episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!