Wealth Accumulation Nation #152

Simply Tax

FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumulating wealth and share real-world examples of the benefits of working with a financial planner. Here’s what they discuss:

• Who are Carlee and Zach and how did they get into the finance industry? [00:57]
• Who and what are the Wealth Accumulation Team? [04:54]
• It takes a multidisciplinary team [08:15]
• A real-world example with serving physicians [10:26]
• How to know if you need a financial advisor [12:42]
• Jargon and other common challenges [16:35]
• Planning for phases of life and competing goals [19:40]
• What if I feel uncomfortable talking about finances? [24:20]
• Three top tips from Carlee and Zach [26:58]
• What Carlee and Zach enjoy most about what they do [32:01]
• Closing thoughts [33:36]

The services discussed in the episode may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment advisor, and/or accounting, tax and related solutions provided by FORVIS, LLP.

Learn more about Zach & Carlee and get additional resources with the show notes to this episode comming soon here.

GET MORE SIMPLY TAX

We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.

A complete archive of our episodes is available on our website and YouTube playlist.

We’d love to hear from you! Email feedback and questions to [e-mail].