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We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” is will give you a simpler explanation to commonly complicated topics.
Episodes
Tuesday Feb 27, 2018
Tax Reform Changes & Insights with Glenn Frank
Tuesday Feb 27, 2018
Tuesday Feb 27, 2018
In our first episode of "Between the Head & the Heart" we are digging right into a heavy and complicated topic: Taxes!
Glenn Frank, Tax Investment Strategy Director at Lexington Wealth, explains in simple terms some of the most important changes that Congress passed last December. Our conversation focused on 6 main areas and the related planning points in an attemp to simplify the conversation. Please download or read the summary here: LWM Insights - Tax Reform Insights & Planning Points
We hope you enjoy his candor and the insights he provided during the interview. Please reach out to us if you have an questions and suscribe to this and our other two podcasts. We really value your feedback!
Empower Women Pod - The Encore
Thanks for listening!
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