{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"096: The CFP\u00ae Professional and CPA Relationship with Logan DeGraeve and Corey Hulstein","description":"On  Episode 95 of The Guided Retirement Show, Dean Barber and Jason Gordo discussed why it\u2019s critical to work with a team of financial professionals rather than just one financial advisor. They specifically talked about having the \u201cthree C\u2019s\u201d working for you\u2014a CFP\u00ae Professional, CPA, and CFA. That episode served as a perfect segue for today\u2019s episode, as Logan DeGraeve, CFP\u00ae and Corey Hulstein, CPA will describe the working relationship between a CFP\u00ae Professional and CPA. Corey and Logan spend a lot of time working with clients on their individualized tax plans. So, they\u2019re going to share specific tax situations that they've helped clients with over the past year. In this podcast interview, you\u2019ll learn:  The importance of forward-looking tax planning. How to go about tax bracket management. Things to consider with charitable giving. There Are Several Tradeoffs Throughout the Retirement Planning Process   START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com\/96 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com ","author_name":"The Guided Retirement Show","author_url":"http:\/\/guidedretirementshow.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/28267172\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/28267172"}