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Ep 270. Welcome Chris Wootton!

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Manage episode 502946959 series 3577215
Content provided by Retire SMART LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retire SMART LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today, we sit down with Chris Wootton of Wootton Financial Group, a boutique wealth management firm just north of Houston. Chris shares his journey in the industry, insights on serving clients in energy-driven markets, and why advanced tax strategy is key to retirement success. From football rivalries to financial planning, it’s a lively conversation packed with expertise and perspective.

  continue reading

150 episodes

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Manage episode 502946959 series 3577215
Content provided by Retire SMART LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retire SMART LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today, we sit down with Chris Wootton of Wootton Financial Group, a boutique wealth management firm just north of Houston. Chris shares his journey in the industry, insights on serving clients in energy-driven markets, and why advanced tax strategy is key to retirement success. From football rivalries to financial planning, it’s a lively conversation packed with expertise and perspective.

  continue reading

150 episodes

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