Have you heard the saying what got you here might not get you there. In this episode Tony and D kick off a two part series based on a white paper from Mark and break down the first two areas your advisor should have on their radar to help maximize your wealth. First they talk about the big picture. Investing matters, but taxes, estate planning, and business strategies matter too and missing them can cost you opportunities you cannot rewind. Then they shift to how a real plan handles major eco...