tax advisor
person
2 mentions
2 recordings
first heard Apr 2019
last heard Mar 2025
±0 this week
Tax advisor role mentioned for financial planning of athletes
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Moments
newest first · ▶ plays the momentHostDigital Social Hour · From NFL to Business: Lessons in Leadership & Growth | Brons... · 29:53 · Mar 2025
…Okay, someone said I need a CPA, I need a tax advisor, strategist, I need a, what do you call it? Just like a money manager. I need, I mean, I don't know how to buy a house. I don't buy a car. But you know, it's like all these little things. But but now what we do is we try to help them do all of this at once. So then they don't have to. So everything's in…
Cheryl Winokur MunkWSJ Your Money Briefing · Retirement Investing: Five Mistakes to Avoid · 5:07 · Apr 2019
…The really thing that they need to do is sit down with their tax advisor and figure out the different scenarios and run it both ways and see how it would work.…
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