Better conversations. Better outcomes. | Presented by BMO Global Asset Management
About This Show
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice management that can be put into action today.
Make your next conversation a better conversation. Learn more at bmogam.com/betterconversations.
Most Recent Episode
29 Tax and policy implications for tax free fixed income
How will proposed US tax and spending policies impact tax free investors this year or in the future? On today’s show, we take a look at the municipal bond market in the US and three major areas that might change the landscape of tax free investing: The repeal and replace of the Affordable Care Act (known as Obamacare) An infrastructure spending bill at the federal level A proposed overhaul of the federal tax code Our guest is Rob Wimmel, head of Municipal Fixed Income for BMO Global Asset Management. Join us as we discuss the future of municipal’s tax-exempt status and how to talk to your clients about this current issue. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.