096: The CFP® Professional and CPA Relationship with Logan DeGraeve and Corey Hulstein

The Guided Retirement Show

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11M ago 27:18

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On Episode 95 of The Guided Retirement Show, Dean Barber and Jason Gordo discussed why it’s critical to work with a team of financial professionals rather than just one financial advisor. They specifically talked about having the “three C’s” working for you—a CFP® Professional, CPA, and CFA. That episode served as a perfect segue for today’s episode, as Logan DeGraeve, CFP® and Corey Hulstein, CPA will describe the working relationship between a CFP® Professional and CPA.

Corey and Logan spend a lot of time working with clients on their individualized tax plans. So, they’re going to share specific tax situations that they've helped clients with over the past year.

In this podcast interview, you’ll learn:

The importance of forward-looking tax planning.
How to go about tax bracket management.
Things to consider with charitable giving.
There Are Several Tradeoffs Throughout the Retirement Planning Process

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/96

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

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