Tax-Savvy Investment Planning: Essential for High-Income Investors


Manage episode 244502146 series 1396173
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In this podcast, OJM Wealth Advisor Andrew Taylor outlines the reasons why physicians are different than the average U.S. investor. Andrew discusses the importance of tax planning when making wealth management decisions, and how investment advice from the media and traditional investment products may not be geared for physicians and others in the highest tax brackets.

59 episodes