#005: Hiring a Tax Advisor
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 30 January 2017
⏱️ 41 minutes
🧾️ Download transcript
Summary
Nobody can obtain the full range of knowledge a person needs to be fully prepared for retirement. Retirees, and those building a retirement portfolio, need an advisory council.
Today's episode focuses on how to hire a Tax Advisor: Where to look, what to look for, and what questions do you ask to make sure you're getting the right tax advisor for you.
For help understanding more about retirement and preparing for YOUR Big Picture Retirement, visit http://www.bigpictureretirement.net
Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide specific tax, legal, or financial advice. |
| 0:05.1 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:10.4 | This episode of Big Picture Retirement is brought to you by Social Security Intelligence.com, |
| 0:16.0 | a website dedicated to making sense out of Social Security benefits. |
| 0:20.1 | Visit Social Security Intelligence.com forward slash big picture for your free guide, the dedicated to making sense out of social security benefits. Visit social security |
| 0:21.1 | intelligence.com forward slash big picture for your free guide, the six social security |
| 0:26.0 | basics that everyone should know. |
| 0:33.0 | Hey everyone and welcome to the big picture retirement show where we deliver insight on what you need to know for a meaningful retirement. |
| 0:40.9 | If you are planning for or living in retirement, this is the show for you. |
| 0:48.6 | I'm Devin and joined as always by my co-host today, John Ross. |
| 0:53.3 | Hey John. |
| 0:53.6 | That's me. Yeah, here we are. All right. |
| 0:55.7 | So one of the things that we talk about is this concept of the big picture retirement, right? |
| 0:59.7 | The four corners. And we have the tax. We have the financial. We have the legal. That's right. And then the |
| 1:06.3 | health care. But one of the main things that you have to do if you're getting ready for this big picture retirement is you have to assemble this advisory team. You have to have a group of people |
| 1:15.6 | around you that know a lot about that craft area. Right. This is kind of like, it's like |
| 1:21.7 | anything else. There's no way any one individual is going to know enough about all four of these |
| 1:27.0 | topics. |
| 1:29.2 | Now, there's some people that say they do, though, right? |
| 1:30.2 | So, yeah, sure. |
| 1:32.3 | Yeah, there's people that say that about everything. |
| 1:32.7 | That's right. |
... |
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