Imagine walking into tax season already knowing the number. That’s what happens when a fee-only planner and a proactive CPA plan the year together—before December 31. In this episode, we’re joined by Elliot Vaughn, CFP®, and Ryan Hickel, CPA, to show how they turn scattered inputs like Social Security, IRA distributions, pensions, and equity sales into one coordinated plan. We break down their joint workflow: fall reviews that forecast income, model marginal tax rates, and evaluate moves like...
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Imagine walking into tax season already knowing the number. That’s what happens when a fee-only planner and a proactive CPA plan the year together—before December 31. In this episode, we’re joined by Elliot Vaughn, CFP®, and Ryan Hickel, CPA, to show how they turn scattered inputs like Social Security, IRA distributions, pensions, and equity sales into one coordinated plan. We break down their joint workflow: fall reviews that forecast income, model marginal tax rates, and evaluate moves like...
#131 - Cutting Through the Tech Stack Noise with Joe Moss
Only Fee-Only
27 minutes
7 months ago
#131 - Cutting Through the Tech Stack Noise with Joe Moss
Choosing the right tech for your advisory firm can feel overwhelming. In this episode, we talk with Joe Moss, COO at January Capital Advisors and founder of Connector, about how to build a tech stack that actually improves your client experience. Joe shares his story from mowing lawns to helping advisors cut through the noise of outdated and overpriced software. He explains how to evaluate tools based on ease of use, real value, and what people actually use—not just name recognition. Joe also...
Only Fee-Only
Imagine walking into tax season already knowing the number. That’s what happens when a fee-only planner and a proactive CPA plan the year together—before December 31. In this episode, we’re joined by Elliot Vaughn, CFP®, and Ryan Hickel, CPA, to show how they turn scattered inputs like Social Security, IRA distributions, pensions, and equity sales into one coordinated plan. We break down their joint workflow: fall reviews that forecast income, model marginal tax rates, and evaluate moves like...
