Adam Wolf and co-host Doug Turnbull compare a tax planner to a tax preparer and why both are important. Adam then dives deep into what tax planning is and how it looks a thousand miles down the road. Adam also discusses the things to consider on if one needs a tax planner or not and the inventories he and his team take to see how they can help lower someone’s tax burden. Adam also talks about hearing inspiring speeches from Coach K and from Kyle Pease at Impact’s 2025 Kick Off and how he grew up a big Duke fan.

Ready to build your retirement plan? Visit https://wolfretirement.com/ to connect with Adam and his team today!

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