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UpreneurAuthor: Uprenuer with Jeremy Straub
Upreneur is a podcast series that explores diverse entrepreneurial ventures with insider tips about how to spark your vision and begin your future. Each week, Upreneur host Jeremy Straub interviews leading CEOs and entrepreneurs, from South Florida and beyond, offering a unique glimpse into their success. The Upreneur podcast has partnered up with SCORE to help bring engaging conversations with todays top leaders and business owners. Language: en-us Genres: Business, Careers, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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“Can we just make getting tax returns a requirement?” With Jeremy Straub - Retirement Tax Services Podcast
Wednesday, 7 June, 2023
In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting things done. A conversation that at times may feel scripted because of how closely it aligns with so many of Steven's constant refrains, this episode shows that there are consistent themes to what works in practice for the greatest advisors across the country.
