The Tax Chick Podcast

Who is part of your team of advisors?  Do you have a lawyer? An accountant? A financial planner? An insurance advisor? Do they all know about each other?  Are you looking to find a team of advisors but do not know where to start?  Does the thought of putting all these advisors in a room together fill you with terror and make you clutch onto your credit card?  Are you an advisor that fits into one of these categories and wish you could be a part of a team?  Then this episode is for you!  Join me and my BFF Tracy Duff of Skye Planning Group for a discussion on collaborative estate planning - what it is, why it is important, and the logistics of making it work. In this episode, we discuss the following topics: (1) Why do you need a team of advisors? (17:52); (2) Who should be on your team? (23:50); and (3) How does this type of collaboration actually work in practice? (34:05).RESOURCES DISCUSSED ON THE EPISODEStrategic Coach Podcast:  https://strategicpodcasts.com/Your Digital Undertaker Podcast: https://yourdigitalundertaker.ca/podcast/ MORE FROM TRACYWebsite:  https://skyeplanning.com/Facebook: @SkyePlanningTwitter:  @SkyeDuffIG: @skyeplanninggroupEmail: tracy@skyeplanning.comMORE FROM AMANDAThe Tax Chick Blog - https://taxchickca.wordpress.comConnect with me by email: thetaxchickpodcast@gmail.com

In this "sneak-peek" episode, I share with you why I started this podcast, and what you can expect in upcoming episodes.  If you are listening to this podcast because you are expecting a technical discussion on different tax planning techniques, then I am afraid this is the wrong podcast for you.  I am not going to tell you how to defer tax, how to avoid tax, or talk about butterfly reorganizations, 10-8 insurance plans, or loss utilization strategies.  So what is the purpose of this podcast?  My goal is to give you “food for thought”.  Something to discuss over the dinner table with your family, or perhaps over the water cooler with colleagues.  I want to help listeners be able to identify when they need to seek help from a professional - and what professional they should call.  I want to promote and encourage the idea of collaborative practice amongst professionals - and that it is imperative to work as a team to come up with the best solution.And, I also hope that you might occasionally giggle, or at least smile, during some of my discussions.  Tax law and discussions about tax do not always have to be so serious!  MORE FROM AMANDAThe Tax Chick Blog - https://taxchickca.wordpress.com;Connect with me by email: thetaxchickpodcast@gmail.comConnect with me on Instagram: @tax.chick