Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

Compensation Planning 146

Compensation Planning Clients Planning Wealth Advisor 146

Nerd's Eye View

OCTOBER 29, 2024

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Nerd's Eye View

JANUARY 21, 2025

In this episode, we talk in-depth about why Daniel decided to outsource tax return preparation (rather than hire someone to do it in-house) to be able to access the expertise of the CPAs his firm uses (particularly for clients with complicated equity compensation plans), how Daniel views these CPA relationships as mutually beneficial from a financial (..)

Taxes 207

Taxes Tax Planning Financial Advisor Compensation Planning 207

Nationwide Financial

MARCH 6, 2023

While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78