Advisor Training Alex Strandell Advisor Training Alex Strandell

WealthVest: The Weekly Bull and Bear S6E5: WealthVest/ Drawing Capital February 2022

S6E5: WealthVest/Drawing Capital February 2022

Season 6, Ep. 5

In this episode of WealthVest: The Weekly Bull&Bear, Sean van der Wal and Sagar Joshi of Drawing Capital come back on the podcast.

Topics including: Tech stocks, major technological trends, the metaverse, corporations creating their own cryptocurrencies, automation and what it means for the future of work, and how the U.S. is lagging behind China in the race to 5-g are all covered.

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Advisor Training Alex Strandell Advisor Training Alex Strandell

1040 Tax Guide: Locate Assets and Help Your Clients with Tax Deferral

With tax season here, WealthVest has recently released the 2022 1040 Tax Guide to serve as a way for financial professionals to build knowledge on using their client’s tax returns for deeper planning conversations. It will go through individual entry sections on the 1040 form that can reveal information on clients’ financial profiles. It can be used to lessen their tax burden, uncover planning opportunities, and help financial professionals know more about their clients’ investments.

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Advisor Training, Retirement Research Alex Strandell Advisor Training, Retirement Research Alex Strandell

WealthVest Publishes Definitive Guide On Retirement Income Planning

WealthVest and Wade Pfau, PH.D., CFA, RICP, release a special edition book, Redefining Retirement: A Safe and Secure Way Down the Mountain. The book features the culmination of Pfau's research on lifetime income and the role of annuities, and a guide on how financial professionals can utilize the concepts from the book with their clients.

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