For many advisors, there’s a lot more work to be done around tax planning than we can commit to time-wise. So, we’re doing things a little different for today’s episode, and you’re in for a treat because Dr. Travis Parry joins Steven on the show to discuss what it looks like to achieve balance—and how to do it! Dr. Parry is a financial advisor, as well as the author of the #1 bestselling book Achieving Balance.
Listen in as he shares a bit of the journey that caused him to pivot in his career and move toward helping other people learn how to incorporate more balance into their lives. Dr. Parry offers incredible insight into how to start making changes that are impactful to both you and your clients. You’ll also hear about the importance of being in your sweet spot and how to narrow down your priorities to allow yourself to operate in that sweet spot more often.
About Retirement Tax Services:
Steven and his guests share more tax-planning insights in today’s Retirement Tax Services Podcast. Feedback, unusual tax-planning stories, and suggestions for future guests can be sent to advisors@rts.tax.
Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click on the link below to get started on your journey:
Thank you for listening.
You can listen to the interview here: https://retirementtaxservices.com/podcast/finding-balance-with-dr-travis-parry/