Are you tired of playing the middle man between your CPA and your financial planner? (Or all the roles yourself!)

For many high-net-worth retirees, tax season feels like a burden not because of the cost, but because of the coordination. You have a CPA looking in the rear-view mirror to file your forms, and a financial planner already looking into the new year to strategize your future. But if they aren't talking to each other, you are the one stuck in the middle carrying the weight of complex decisions.

In Episode 20, Garrett and Adam kick off a special two-part series on building your ideal tax team. They break down the critical difference between Tax Preparation (compliance) and Tax Planning (strategy) and explain why relying on just one often leads to missed opportunities .

This episode is about relieving the pressure, buying back your mental RAM and developing our thesis that there is space at the tax table for you, your tax preparer, and your financial planner.

Key Topics Discussed:

(00:00) – Introduction: Kicking Off the 2-Part Tax Team Series

(01:45) – Tax Prep vs Tax Planning

(06:45) – Short Term vs Long Term Efficiency

(09:20) – Why Financial Planners are best for Planning

(12:20) – Contribution Decisions

(17:10) – Lighten Your Load

(18:05) – Conclusion

Resources:

Disclosures

Tax Preparation vs. Tax Planning: Why High-Net-Worth Retirees Need Both - EP 20

Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees

Tax Preparation vs. Tax Planning: Why High-Net-Worth Retirees Need Both - EP 20