Jan 1, 2026
Hey friends,
We're back! After pushing pause for 6 months, we are back and
better than ever. I have my colleague, Matt Higbie, CFA, CFP
joining us.
Today's episode touches on tax strategies that are overrated.
Thanks for listening!
To learn more, visit: https://birchwoodcapital.com/
https://birchwoodfamilyoffice.com/