Financial Evolution & Exercise

Ben Taatjes and Jonathan Shofner explore tax review as a forward‑looking exercise rather than merely a compliance task — even revisiting Ben’s 2002 returns to trace how investments and strategies have evolved over time. Jonathan also brings exciting news: he is now a Chartered Retirement Planning Counselor®. This achievement reflects Stewards Planning Group’s commitment to excellence and ensures their advisors remain exceptionally equipped to serve clients. This is an episode is a conversation between Ben Taatjes CKA®, Founder & CEO of Stewards Planning Group, and Jonathan Shofner, CRPC®, AAMA®, Financial Advisor at SPG. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.