The Tony Sirianni Podcast

The Tony Sirianni Podcast


Tony Sirianni with Avantax’s Andy Watts — Vice President, Planning & Growth Solutions on Understanding the Role of Taxes in a Client’s Life

June 06, 2024

This week, AdvisorHub’s CEO, Tony Sirianni talks with Andy Watts — Vice President, Planning & Growth Solutions for Avantax Wealth Management. The two discuss the three tiers of tax intelligence, tax loss harvesting, social security optimization, asset location and accumulation, and the end-to-end lifecycle of a financial advisor.