Tag: FinancialPlanning

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Optimizing Tax Planning with Holistiplan: Insights for Financial Advisors with Roger Pine (Ep. 11)

Optimizing Tax Planning with Holistiplan: Insights for Financial Advisors with Roger Pine (Ep. 11)

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Get ready for an insightful podcast episode that delves into the world of financial advising and the crucial role of tax planning. 

You’ll discover how a software company is revolutionizing how advisors offer financial planning to their clients and hear from our special guest Roger Pine, CFA, CFP®, and Co-Founder of Holistiplan as he shares his journey from a former financial advisor turned entrepreneur. 

In this episode, Roger shares his experience creating tools to help financial advisors optimize tax planning for their clients. 

Listeners will learn that tax planning is integral to financial planning and that financial advisors must include it in their client discussions. 

Roger discusses:

  • What is Holistiplan and how it works
  • The importance of understanding different types of taxes and brackets
  • The need for advisors to guide their clients through opportunities to save on taxes
  • The critical decisions that clients face during the retirement transition phase, 
  • The value of using a software tool like Holistiplan to facilitate tax planning discussions
  • And more

Resources:

 Connect with Brett Ramsey:

Connect with Roger: 

About Roger: 

At Holistiplan, Roger combines his experience as a financial planner with his love for technology and software development. He believes in giving more people access to comprehensive financial planning, so he is committed to creating tools that make planning more efficient. 

Roger worked for 10 years as a financial advisor at Briaud Financial Advisors. He was an active volunteer in the National Association of Personal Financial Advisors (NAPFA) and served on their board. 

 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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Unleashing the Power of Social Security with Brett Ramsey (Ep. 9)

Unleashing the Power of Social Security with Brett Ramsey (Ep. 9)

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Are you feeling uncertain about when to retire? What could you do to make more informed decisions about your Social Security benefits? Are you curious about how Social Security could impact your retirement income? 

Tune in to this episode for helpful tips on how to make informed decisions about your benefits. Join Brett Ramsey as he unpacks everything you need to know about maximizing your retirement income with Social Security. Don’t miss out on critical takeaways that could impact your Social Security benefits – start listening now!

In this episode:

  • Discover the key to unlocking your ideal retirement
  • Learn how to determine the perfect retirement age
  • Understand the impact of life expectancy on your Social Security benefits
  • Explore the different ages when you can start drawing Social Security benefits
  • Consider critical tax questions for your unique situation 
  • And so much more!

Don’t miss out on this exciting opportunity to take control of your retirement plans. Tune in now!

Resources:

 Connect with Brett Ramsey:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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