# Ep 402. From Intern to Advisor

Page: https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-402-from-intern-to-advisor
Text version: https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-402-from-intern-to-advisor.md
Podcast: [Retire SMART Podcast](https://stenobird.com/podcast/retire-smart-podcast-6956219)
Published: 2026-04-23T13:00:00+00:00
Episode link: https://connect92.podbean.com/e/ep-402-from-intern-to-advisor/
Audio file: https://mcdn.podbean.com/mf/web/dmkmh5ven99w25ka/Ep_402_From_Intern_to_Advisor94xf5.mp3
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/retire-smart-podcast-6956219/episodes/ep-402-from-intern-to-advisor
Duration seconds: 595

## Resource

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.

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## Transcript

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