Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan.
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With a tax proposal from the new administration revealed, what should advisors be doing to educate themselves and their clients amid legislative and regulatory shifts common in the industry? How can FinTech help during times of change?
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New episodes of The Planning Desk release every other Wednesday and are available on your podcast platform of choice. Click here to subscribe to the show.
Stay up-to-date with the show by following @ThePlanningDesk along with hosts @anthonystich and @BurmeisterTom on Twitter.