Tag: Investment Strategy

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Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

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What if taxes didn’t have to be so stressful?

This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about his own education journey and how AI is rewriting the rules, both in school and in finance. 

From Holistiplan to ChatGPT, this episode uncovers how integrated planning is the future of financial services.

Thomas discusses:

  • How Holistiplan software enables year-round conversations that reduce tax-time stress
  • Why he requires three years of tax returns from every new client
  • How AI and automation could reshape both IRS operations and client planning workflows
  • The dramatic shift in education around AI tools, including his graduate school experience
  • The vision of a fully integrated planning platform at the custodial level
  • And more!

Connect with Thomas Manetta: 

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Building Trust First: The Real Foundation of Financial Planning (Ep. 7)

Building Trust First: The Real Foundation of Financial Planning (Ep. 7)

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Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients?

In this episode, Thomas Manetta shares his journey from traditional financial advisory roles to founding Manetta Wealth Management, where he prioritizes conflict-free and transparent client relationships. He explores the essential components of financial planning, emphasizing simplicity, transparency, and long-term client alignment.

Thomas discusses:

  • [00:04:00] The shift from product-pushing in institutional settings to alignment-focused, comprehensive advice as an independent advisor
  • [00:07:52] How trust, established through transparent investment planning, sets the tone for all other aspects of client relationships
  • [00:09:07] How many clients don’t realize the fees they’re paying and benefit from being empowered with knowledge and transparency
  • [00:13:05] How emotional reactions to markets can derail long-term growth and the advisor’s role is to maintain perspective
  • [00:15:23] The future of advisory work is shifting from just investment strategy to planning around taxes, estates, and cash flow management
  • And more!

Connect with Thomas Manetta: 

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