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Law and Financial Order
This podcast investigates and decodes topics related to financial planning, estate planning, and trusts. Hosted by financial planner, Robyn Wolcott and attorney, Erin Duques.
Law and Financial Order
New Year, Fresh Start -Taxes!
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In the “New Year, Fresh Start – Taxes” episode of Law and Financial Order, financial advisor Robyn Wolcott and attorney Erin Duques share practical, plain-English tax tips for the new year, joined by special guest James Warner, CFP®, CEO and Lead Wealth Advisor at Warner Wealth and owner of Warner Allred Tax Solutions. The discussion focuses on actionable strategies that can help individuals and families optimize their tax situation, reduce liabilities, and plan effectively for both short- and long-term financial goals. By breaking down complex rules into understandable advice, the hosts make it easier for listeners to see where they might be leaving money on the table—and what steps they can take to fix that.