Welcome to the Joss Brown Podcast, where financial planning meets real-life experiences.
1 / Joss Brown Podcast |Welcome
Welcome to the Joss Brown Podcast, where financial planning meets real-life experience. With over 40 years of combined expertise, join hosts Dan and Katherine as they unravel the intricacies of the financial world.
2 / Joss Brown Podcast |Estate Planning
Dive into the world of estate planning with the Joss Brown Podcast. This episode unravels the intricacies of ensuring your legacy is deserved as per your wishes.
Join us as we delve into the world of estate planning with Trey Parker. He shares invaluable insights from crafting tailored estate plans to understanding the unique challenges of blended families.
4 / Joss Brown Podcast |Meet the Team | Michelle Robinson
In this episode, we shine the spotlight on Michelle A. Robinson, CFP®, a distinguished wealth advisor with Joss Brown.
5 / Joss Brown Podcast |Wealth Transfer
In this episode, we focus on the top of wealth, its transfer, and the nuances of Estate Planning. We discuss the challenges and considerations of gifting, from cars to houses, and delve into the topic of annual gifting.
6 / Joss Brown Podcast |Navigating Tax Returns
Discover key indicators in tax returns, the implications of marginal taxes, the nuances of real estate depreciation, and more.