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...
#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage
Only Fee-Only
23 minutes
5 months ago
#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage
Meet Dev Thompson – the newest addition to the BC Brokerage team. Dev’s journey to insurance is a unique one—from college football player to strength coach at Purdue and Kentucky, to fee-only financial planner, and now a trusted resource for advisors across the country. His background blends a passion for personal finance with the discipline of athletic coaching, giving him a thoughtful and client-focused approach to planning. Dev brings a deep understanding of how insurance fits into the big...
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...
