An Inside Look at How Advisors Manage Your Taxes

Managing Your Financial Future with Lucia Capital Group

Tax time may be over for most people, but for financial advisors, tax management is a year-round task. One of those tasks involves a “postmortem” of their client’s tax situation, where they can determine what may have gone right – or gone wrong – with their most recent tax return.

If you’ve ever wondered what a financial advisor looks for when managing taxes, and what you yourself may want to look at more closely, today’s episode is a peek inside that world. Podcast host Johnny Dean and “Professor” Rick Plum, CFP® welcome both LCG advisor Jonathan Savona, CFP® and wealth manager Ronnie Sanchez to the studio desk as they discuss some simple methods you can use to manage your taxes more efficiently.