How Advisors Can Beat the Biggest Retirement Risk with Erik Brenner

About this episode

In this episode, Kyle Van Pelt interviews Erik Brenner about integrating tax and wealth management for better retirement planning.

Episode 141: This week, Kyle Van Pelt talks with Erik Brenner, CEO, President, and Founding Partner at Hilltop Wealth and Tax Solutions. With more than 30 years of experience, Erik has assisted thousands of individuals in integrating retirement, tax, and estate strategies. At Hilltop, he blends leadership and client advisory responsibilities, shaping the firm's future vision and strategies while providing personalized financial guidance to select clients. Erik talks with Kyle about what happens when advisory firms stop treating tax and wealth management as separate conversations and start thinking holistically. He discusses the strategic decisions that helped transform Hilltop, including integrating in-house tax services, rethinking the client experience, and doubling down on education-driven growth. Erik also shares how to run great seminars and use technology to keep up with business complexities. In this episode: (00:00) - Intro (01:06) - Erik's money moment (03:30) - Hilltop's one-stop model: Integration of tax and wealth management (07:13) - How Hilltop manages large wealth with tax problems (09:35) - How the SECURE 2.0 Act impacts generational wealth (16:37) - Using…

People in this episode

Host: Kyle Van Pelt

Guest: Erik Brenner

Topics covered

• retirement planning
• tax management
• wealth management
• financial advisory
• client experience
• business strategy

Keywords

• retirement risk
• tax strategies
• wealth management
• financial guidance
• client advisory
• seminar experience
• technology in finance

Mentioned in this episode

Organizations: Hilltop Wealth and Tax Solutions, SECURE 2.0 Act

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