Texas Sized Retirement … SimplifiedTexas Sized Retirement … Simplified
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Annual giving limits, death taxes, and trusts

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Texas Sized Retirement … Simplified

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial lite 
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Glen Hancock and David Hodson break down to co-host Doug Turnbull the different thresholds for annual giving limits and taxes after death. They explain how they walk clients through strategies and giving and getting their estate value to a certain number to avoid taxes. The duo also explains what trusts are, why they only work for certain clients, and how their firm has different products and people on staff to walk clients through this complicated process. 

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  1. Texas Sized Retirement … Simplified

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Texas Sized Retirement … Simplified

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option  
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