The Money Pig Podcast
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The Money Pig Podcast
Episode 93 - Things You Didn’t Know a Financial Advisor Could Do For You
You probably know a financial advisor can help with investments… but did you know they might also help you save tens of thousands on taxes, qualify for health insurance subsidies, or optimize your Social Security strategy?
In this episode of The Money PIG Podcast, Tim Goodwin and Justin Pitcock dive into the lesser-known ways a financial advisor can serve you—beyond just managing your portfolio.
From hunting hogs with hounds (literally) to uncovering $10,000 in tax savings for newlyweds and helping a multimillionaire get an Obamacare subsidy, this episode is full of surprising stories, smart strategies, and a healthy dose of humor. You'll also learn:
- How financial advisors help clients navigate major life transitions
- Why tax strategy isn't just for CPAs
- How to think about Social Security timing
- What to know about health insurance before Medicare
- And why GIA advisors act as life advisors, not just money managers
Plus, Justin is writing a tax strategy handbook. You’ll get a sneak peek into what’s coming.
Read the blog that inspired this episode:
https://www.goodwininvestment.com/things-you-didnt-know-a-financial-advisor-could-do-for-you/
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Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.