What to bring to your first visit with an advisor

from Texas Sized Retirement … Simplified · host David Hodson and Glen Hancock

David Hodson & Glen Hancock discuss what first-time visitors to Advanced Financial Strategies should bring with them: tax docs, account statements, and their retirement goals. Glen explains why these are so important and David digs into the different tax strategies they can discuss. Glen and David also have a laugh about David passing up on a chance to join Glen at the big Texas-Georgia football game.See omnystudio.com/listener for privacy information.

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This episode was published on October 29, 2024.

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