David Ortiz is a CFP® (CERTIFIED FINANCIAL PLANNER), but he also studied cooking at the CIA (Culinary Institute of America). Fittingly, he's known as the Financial Chef. This podcast serves to educate and invigorate you about retirement income planning! David will take you through a fun, focused course to teach you all there is to know about one of the most important pillars of retirement: tax planning. Plus, each episode features a mini segment about his favorite cooking methods, gadgets, or philosophies. www.financialchef.com
In this episode, we lay out the roadmap for season one of this podcast in which we will be discussing the Tax Management Journey. But first, you'll need to understand the proposed changes to the current tax code. To hear the culinary segment, skip to 13:20.
Youtube Channel - https://cutt.ly/FinancialChefYoutube
Visit www.chatwithchef.com to set up a meeting.
Theme song by Yongwoo - yongwooozy.bandcamp.com