Retire SMART Podcast
Retire SMART LLC
Podcast
Episodes
Listen, download, subscribe
Ep 402. From Intern to Advisor
Today, we sit down with CFP® Alex Murray to unpack what happens after tax season—and why now is actually the most important time for proactive tax planning. We discuss how strategic forecasting, legislation changes, and real-time adjustments can dramatically impact what you pay. Plus, Alex shares his journey from intern to advisor and what young professionals should know about building a career in financial planning.
Retire SMART Podcast RSS Feed
