Welcome to the Money Tree Investing Podcast.

Stock market, wealth, personal finance, value stocks, invest in your life.

Hello, Smart Money Tree Podcast listeners.

Welcome to this week's show.

My name's Kirk Chisholm and I'll be your host.

So today I'm joined with Phil Wyss.

How you doing today, Phil?

Well, thanks.

How are you?

Good. Well, glad to have you in the show, Phil.

Why don't you tell the listeners a little bit about your background and we can maybe start there?

Sure. I started my career as CPA and a tech professional. I worked for Deloitte.

I ended up specializing in international corporate tax research and planning. You see other stories about companies with money trapped overseas.

I did planning and helped put it there because it's actually a system that very different.

I decided I didn't want to do that kind of work anymore. I started writing for the Motley School when they had online portfolios, which I had none of them, went and got my CFA while

I was doing that. I transitioned out of tax, was a writer for Tiro Price, finished my CFA, became an analyst.

I worked for Argus Research where I covered oil and gas stocks for seven years.

Left there and went to work for an RIA, and it's really the investment guy.

And then from that, I launched my firm about five

six years ago. Nice. Congrats. So you obviously have a pretty storied background when it comes to

numbers, investments, tax. I'm curious if you have any interesting stories about the

international tax stuff. To me, that just seems like billionaires and

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