About this episode
Jaime Malm and Josh Watson discuss how advisors can leverage the Tax Awareness Window for better client planning post-tax season.
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.
People in this episode
Host: Jaime Malm
Guest: Josh Watson
Topics covered
- tax planning
- client conversations
- financial advising
- post tax reviews
- strategic questions
Keywords
- tax planning
- financial advisors
- client engagement
- tax reviews
- investment strategies
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