• The big impact of making small decisions
• A reason to avoid advisors that don’t teach tax planning
• Debunking the widely-accepted retirement plan
• Helpful advice on diversifying your portfolio
• Why do people normally seek help from tax and financial planners

Resources/Links Mentioned In This Episode

• EP34: Easy-To-Digest Tips For Optimal Tax Savings - Amanda Han, CPA
• RightCapital

About Corey Noyes

Corey is the founder and owner of Balanced Capital. Balanced Capital provides modern advice in every area of a modern investor’s finances through a completely paperless client experience and concise reports with clear, actionable items, straightforward portfolios with defined objectives, and a simple cost structure that leaves no room for confusion. Corey spent his entire career working in the financial services industry, much of which at large wealth management firms. Now as an independent fee-only advisor, he believes that peak-level financial planning should never be complicated but instead be transparent.

Connect with Corey

• Website: Balanced Capital
• LinkedIn: Corey Noyes

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