Oct. 29, 2022
Is Your Advisor Product or Process Driven?
On this Special Episode, Larry Kloefkorn is our Guest Host while Matt is on vacation. Larry is joined by Danny Goolsby in house where they discuss if Your Advisor is Product or Process Driven? Larry is then joined by Bill Vawter of Market Medicare Advisors to tackle a recent question by a visitor to our Home Show booth. Next, Larry is joined by Gerald Eidelman with Eidelman Law Firm on how to approach tax consequences for lack of planning on retirement accounts to the next generation. Lastly, Larry and lead CPA Joshua Cicora go in to detail about early tax preparation around this time of year.
