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Listen "Episode 134: Helping Clients Mitigate Tax and Legislative Risk - A Differentiated Approach"
Episode Synopsis
Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some surprising insights, and a point of view on ways to introduce a conversation that has prospects and clients "all ears."
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