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Interview with David Smart, CEO of Smart Benefit Group Discussing Transitioning from Accumulation to Distribution Mindset
MP3•Episode home
Manage episode 438301567 series 1323727
Content provided by Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset
…
continue reading
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset
28 episodes
MP3•Episode home
Manage episode 438301567 series 1323727
Content provided by Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset
…
continue reading
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset
28 episodes
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