The Post Tax Planning Opportunity Advisors Miss

What this episode covers

Tax season creates one of the most powerful planning opportunities of the year. Clients have just reviewed their income, investments, withdrawals, and taxes, which often leads to important questions. In this episode, Jaime Malm and Josh Watson explain how advisors can take advantage of the Tax Awareness Window with simple client conversations, strategic questions, and post tax reviews that uncover meaningful planning opportunities.

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Frequently Asked Questions

How long is this episode of The Advisor Arena?

Episode duration information is not available.

When was this The Advisor Arena episode published?

This episode was published on April 4, 2026.

What is this episode about?

Tax season creates one of the most powerful planning opportunities of the year. Clients have just reviewed their income, investments, withdrawals, and taxes, which often leads to important questions. In this episode, Jaime Malm and Josh Watson...

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