Episode
Ep 402. From Intern to Advisor
- Podcast
- Retire SMART Podcast
- Published
- Apr 23, 2026
- Duration seconds
- 595
- Processing state
processed- Canonical source
- https://connect92.podbean.com/e/ep-402-from-intern-to-advisor/
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Summary
Today, we sit down with CFP® Alex Murray to unpack what happens after tax season—and why now is actually the most important time for proactive tax planning. We discuss how strategic forecasting, legislation changes, and real-time adjustments can dramatically impact what you pay. Plus, Alex shares his journey from intern to advisor and what young professionals should know about building a career in financial planning.